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 |
|---|---|---|
DEREK RILEY1 year Filed as: J DEREK LEWIS & ASSOCIATES Service code 27 1001 DOVE ST STE 155 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $6,760 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,388 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,942 | $37,393+55.0% | $77,024-24.8% | $66,914-13.4% |
| Participation rate | 82.6% | 52.9%+29.7pp | 67.9%+14.7pp | 69.8%+12.8pp |
| Annual return | -16.40% | -3.29%-13.1pp | 42.32%-58.7pp | 1.58%-18.0pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $2,812-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $5,517 | $2,617+110.8% | $4,426+24.6% | $4,237+30.2% |
| Admin fee / account holder | $39 | $567-93.2% | $5,425-99.3% | $593-93.5% |