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 |
|---|---|---|
Service code 51 41391 KALMIA STEET, SUITE 330 · MURRIETA, CA 92562 | Investment Mgmt Fees | $7,017 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,012 | $72,277-76.5% | $101,248-83.2% | $79,858-78.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -1.94% | 22.30%-24.2pp | 46.47%-48.4pp | 31.71%-33.7pp |
| Employer contribution / active EE | $3,208 | $2,692+19.2% | $3,660-12.3% | $2,471+29.8% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $47 | $4,400-98.9% | $5,945-99.2% | $5,306-99.1% |