See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BARTLETT PRINGLE WOLF, LLP Service code 10 1123 CHAPALA STREET · SANTA BARBARA, CA 93190 | Accounting | $13,500 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,517 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,716 | $64,612+280.3% | $86,436+184.3% | $64,808+279.1% |
| Participation rate | 83.2% | 81.5%+1.8pp | 80.3%+2.9pp | 71.5%+11.8pp |
| Annual return | -14.96% | 0.66%-15.6pp | 4394.89%-4409.9pp | 32.82%-47.8pp |
| Employer contribution / active EE | $0 | $2,744-100.0% | $3,769-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $15,286 | $7,497+103.9% | $6,952+119.9% | $4,310+254.6% |
| Admin fee / account holder | $37 | $169-78.1% | $6,731-99.4% | $188-80.2% |