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: WESTSIDE INVESTMENT MANAGEMENT INC Service code 27 4707 EXECUTIVE DR. · SAN DIEGO, CA 92121 | Advisory (Plan) | $61,932 |
TRISTAR PENSION LTD6+ years Service code 13 9150 N. MAY AVENUE SUITE A · OKLAHOMA CITY, OK 73120 | Contract Administrator | $42,999 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $6,528 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,078 | $99,957+14.1% | $149,696-23.8% | $73,488+55.2% |
| Participation rate | 95.4% | 75.7%+19.7pp | 82.5%+12.9pp | 70.7%+24.7pp |
| Annual return | 14.10% | 53.87%-39.8pp | 276.60%-262.5pp | 28.51%-14.4pp |
| Employer contribution / active EE | $4,777 | $3,191+49.7% | $4,644+2.9% | $2,270+110.4% |
| Participant deferral / active EE | $4,957 | $6,073-18.4% | $6,842-27.5% | $3,740+32.6% |
| Admin fee / account holder | $0 | $551-100.0% | $9,309-100.0% | $513-100.0% |