See peer percentile detail. $4.99 for your first month.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 200 N. SEPULVEDA BLVD SUITE 1300 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $96,775 |
CONRAD SIEGEL7 years Service code 14 · EIN 23-1669823 | Plan Administrator | $20,714 |
Filed as: KRONICK, KALADA, BERDY Service code 10 · EIN 23-2667890 | Accounting | $11,890 |
BLACKROCK3 years Filed as: BLACKROCK ADVISORS LLC Service code 28 · EIN 51-0318674 | Investment Management | $0 |
AMERICAN FUNDS3 years Filed as: CAPITAL RESEARCH AND COMPANY Service code 28 · EIN 95-1411037 | Investment Management | $0 |
AMERICAN FUNDS3 years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 28 | Investment Management | $0 |
COLUMBIA3 years Filed as: COLUMBIA MANGMT INVESTMENT ADVISORS Service code 28 P.O. BOX 8081 · BOSTON, MA 022668081 | Investment Management | $0 |
COLUMBIA3 years Filed as: COLUMBIA MGMT INVESTMENT ADVISERS L Service code 28 | Investment Management | $0 |
Filed as: DUNHAM & ASSOCIATES INVMT COUNSEL I Service code 28 | Investment Management | $0 |
Service code 28 10251 VISTA SORRENTO PARKWAY · SAN DIEGO, CA 92121 | Investment Management | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,810 | $80,724-6.1% | $103,333-26.6% | $74,495+1.8% |
| Participation rate | 91.5% | 65.7%+25.8pp | 74.5%+17.0pp | 67.2%+24.3pp |
| Annual return | 19.53% | 27.56%-8.0pp | 24.88%-5.3pp | 1364.94%-1345.4pp |
| Employer contribution / active EE | $9,250 | $3,157+193.0% | $3,868+139.1% | $2,623+252.6% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $524 | $2,368-77.9% | $8,355-93.7% | $1,942-73.0% |