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 | $10,876 |
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 | $17,909 | $78,672-77.2% | $109,143-83.6% | $85,850-79.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 6.83% | 25.09%-18.3pp | 25.75%-18.9pp | 318.53%-311.7pp |
| Employer contribution / active EE | $1,103 | $2,735-59.7% | $3,722-70.4% | $2,565-57.0% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,653-100.0% | $3,952-100.0% |
| Admin fee / account holder | $70 | $5,469-98.7% | $6,752-99.0% | $6,260-98.9% |