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 |
|---|---|---|
MATTHEW CASSERLY2 years Filed as: MATTHEW A. BRADLEY DBA RBA Service code 27 WEALTH MANAGEMENT LLC · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $2,290,235 |
Filed as: SECURED RETIREMENT ADMINISTRATORS,I Service code 13 · EIN 95-3671020 275 N. BREA BOULEVARD · BREA, CA 92821 | Contract Administrator | $17,100 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 · EIN 82-4555287 6455 IRVIVE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $15,149 |
DAVID L. BUCK, CPA7 years Service code 10 · EIN 75-2988353 3811 SHAEFER AVENUE, SUITE L · CHINO, CA 91710 | Accounting | $7,006 |
DAVID L. BUCK, CPA4 years Filed as: DAVID L. BUCK CPA Service code 10 · EIN 75-2988353 3425 SUMMERSET CIRCLE · COSTA MESA, CA 92626 | Accounting | $0 |
Service code 13 · EIN 95-3671020 INC. · BREA, CA 928214037 | Contract Administrator | $0 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,933 | $101,499+24.1% | $147,005-14.3% | $74,546+68.9% |
| Participation rate | 55.2% | 75.5%-20.3pp | 82.2%-27.0pp | 67.2%-12.0pp |
| Annual return | 14.07% | 8732.34%-8718.3pp | 418.76%-404.7pp | 1366.03%-1352.0pp |
| Employer contribution / active EE | $1,594 | $3,811-58.2% | $4,934-67.7% | $2,624-39.3% |
| Participant deferral / active EE | $5,169 | $7,304-29.2% | $8,070-35.9% | $4,347+18.9% |
| Admin fee / account holder | $444 | $1,748-74.6% | $13,006-96.6% | $1,944-77.2% |