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 RILEY2 years Filed as: J DEREK LEWIS & ASSOCIATES Service code 27 1001 DOVE ST STE 155 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $20,575 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,105 |
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 | $70,768 | $41,078+72.3% | $80,569-12.2% | $71,457-1.0% |
| Participation rate | 86.2% | 50.2%+35.9pp | 67.0%+19.2pp | 67.9%+18.2pp |
| Annual return | 19.81% | 38.45%-18.6pp | 935.43%-915.6pp | 28.85%-9.0pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $2,723-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $6,503 | $2,699+140.9% | $4,447+46.2% | $4,289+51.6% |
| Admin fee / account holder | $103 | $1,840-94.4% | $5,377-98.1% | $1,587-93.5% |