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 |
|---|---|---|
PKF O'CONNOR DAVIES, LLP4 years Filed as: PKF SAN DIEGO, LLP Service code 10 · EIN 81-3391684 | Accounting | $14,500 |
ASCENSUS LLC4 years Filed as: ASCENSUS, LLC Service code 17 · EIN 82-3719843 | Pension Consulting | $10,182 |
RICHARD PROCHAZKA8+ years Service code 29 · EIN 95-3722191 | Legal | $7,800 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,721 | $27,915-61.6% | $58,482-81.7% | $75,163-85.7% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 10.45% | 44.20%-33.8pp | 4239.32%-4228.9pp | 160.62%-150.2pp |
| Employer contribution / active EE | $2,300 | $669+243.8% | $1,053+118.4% | $2,670-13.9% |
| Participant deferral / active EE | $1,022 | $1,201-14.9% | $1,924-46.9% | $4,125-75.2% |
| Admin fee / account holder | $82 | $1,726-95.3% | $2,516-96.8% | $5,651-98.6% |