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: MISSION STREET WEALTH PLANNING Service code 26 530 MARTOS DRIVE · SOUTH PASEDENA, CA 91030 | Advisory (Participants) | $28,291 |
LORING WARD1 year Service code 26 10 ALMADEN BLVD · SAN JOSE, CA 95113 | Advisory (Participants) | $6,745 |
NEWPORT GROUP, INC.7+ years Filed as: NEWPORT GROUP, INC Service code 13 · EIN 27-2037969 | Contract Administrator | $6,098 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,330 | $61,156-25.9% | $185,823-75.6% | $79,386-42.9% |
| Participation rate | 44.1% | 66.6%-22.5pp | 81.7%-37.6pp | 70.7%-26.6pp |
| Annual return | 11.48% | 19.45%-8.0pp | 122.05%-110.6pp | 116.85%-105.4pp |
| Employer contribution / active EE | $785 | $2,321-66.2% | $5,167-84.8% | $2,427-67.7% |
| Participant deferral / active EE | $1,667 | $2,789-40.2% | $5,568-70.1% | $4,046-58.8% |
| Admin fee / account holder | $569 | $710-19.8% | $16,237-96.5% | $626-9.2% |