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 |
|---|---|---|
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 225 BROADWAY · SAN DIEGO, CA 92101 | Recordkeeping | $58,881 |
WEST CAPITAL MANAGEMENT6 years Filed as: WEST OAK CAPITAL Service code 26 2801 TOWNSGATE RD STE 112 · WESTLAKE VILLAGE, CA 91361 | Advisory (Participants) | $16,685 |
MATRIX TRUST COMPANY6 years Service code 62 | Float revenue; Soft dollars commissions | $0 |
MATRIX TRUST COMPANY6 years Filed as: MG TRUST COMPANY DBA MATRIX TRUST C Service code 15 · EIN 75-3182674 | Recordkeeping | $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 | $186,905 | $91,407+104.5% | $135,903+37.5% | $71,457+161.6% |
| Participation rate | 82.5% | 75.7%+6.9pp | 81.9%+0.6pp | 67.9%+14.6pp |
| Annual return | 17.97% | 29.90%-11.9pp | 68.23%-50.3pp | 28.85%-10.9pp |
| Employer contribution / active EE | $4,313 | $3,703+16.5% | $4,856-11.2% | $2,588+66.7% |
| Participant deferral / active EE | $7,278 | $7,092+2.6% | $7,758-6.2% | $4,289+69.7% |
| Admin fee / account holder | $466 | $1,266-63.1% | $10,762-95.7% | $1,587-70.6% |