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 | $61,308 |
WEST CAPITAL MANAGEMENT7 years Filed as: WEST OAK CAPITAL Service code 26 2801 TOWNSGATE RD STE 112 · WESTLAKE VILLAGE, CA 91361 | Advisory (Participants) | $18,877 |
MATRIX TRUST COMPANY7 years Service code 62 | Float revenue; Soft dollars commissions | $0 |
MATRIX TRUST COMPANY7 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.)
Annual investment return 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 | $197,162 | $101,317+94.6% | $146,958+34.2% | $74,495+164.7% |
| Participation rate | 82.7% | 75.5%+7.1pp | 82.2%+0.5pp | 67.2%+15.5pp |
| Annual return | 12.37% | 8730.91%-8718.5pp | 418.34%-406.0pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $5,228 | $3,810+37.2% | $4,933+6.0% | $2,623+99.3% |
| Participant deferral / active EE | $6,933 | $7,303-5.1% | $8,070-14.1% | $4,346+59.5% |
| Admin fee / account holder | $453 | $1,739-73.9% | $12,998-96.5% | $1,942-76.7% |