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 LLC8+ years Service code 27 9350 WAXIE WY STE 500 · SAN DIEGO, CA 92123 | Advisory (Plan) | $55,082 |
CLIFTONLARSONALLEN LLP6 years Service code 99 3077 W JEFFERSON ST STE 105 · JOLIET, IL 60435 | Other Fees | $16,865 |
ASSOCIATED PENSION CONSULTANTS8+ years Service code 10 · EIN 94-2456320 2035 FOREST AVE · CHICO, CA 95926 | Accounting | $15,250 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DR · IRVINE, CA 92618 | Recordkeeping Fees | $894 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $143,836 | $65,435+119.8% | $86,677+65.9% | $66,914+115.0% |
| Participation rate | 59.8% | 75.5%-15.6pp | 76.6%-16.7pp | 69.8%-10.0pp |
| Annual return | -14.39% | -10.89%-3.5pp | 35.91%-50.3pp | 1.58%-16.0pp |
| Employer contribution / active EE | $0 | $2,153-100.0% | $2,836-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,500 | $4,100-63.4% | $4,656-67.8% | $4,237-64.6% |
| Admin fee / account holder | $644 | $642+0.4% | $7,493-91.4% | $593+8.5% |