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 |
|---|---|---|
HOYLECOHEN LLC6+ years Service code 27 9350 WAXIE WY STE 500 · SAN DIEGO, CA 92123 | Advisory (Plan) | $53,342 |
CLIFTONLARSONALLEN LLP4 years Service code 10 3077 W JEFFERSON ST STE 105 · JOLIET, IL 60435 | Accounting | $15,488 |
ASSOCIATED PENSION CONSULTANTS6+ years Service code 10 · EIN 94-2456320 2035 FOREST AVE · CHICO, CA 95926 | Accounting | $15,130 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DR · IRVINE, CA 92618 | Recordkeeping Fees | $4,255 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,306 | $73,638+90.5% | $95,952+46.2% | $73,488+90.9% |
| Participation rate | 67.6% | 76.2%-8.5pp | 77.1%-9.4pp | 70.7%-3.1pp |
| Annual return | 13.98% | 16.78%-2.8pp | 91.61%-77.6pp | 28.51%-14.5pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,744 | $3,617-51.8% | $4,167-58.2% | $3,740-53.4% |
| Admin fee / account holder | $499 | $482+3.6% | $6,795-92.7% | $513-2.7% |