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) | $74,348 |
TRISTAR PENSION LTD7+ years Service code 13 9150 N. MAY AVENUE SUITE A · OKLAHOMA CITY, OK 73120 | Contract Administrator | $46,145 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $4,869 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,825 | $104,475+15.6% | $159,436-24.2% | $79,386+52.2% |
| Participation rate | 95.3% | 76.6%+18.7pp | 82.8%+12.5pp | 70.7%+24.6pp |
| Annual return | 14.75% | 67.95%-53.2pp | 263.57%-248.8pp | 116.85%-102.1pp |
| Employer contribution / active EE | $4,882 | $3,417+42.9% | $4,829+1.1% | $2,427+101.1% |
| Participant deferral / active EE | $5,204 | $6,467-19.5% | $7,352-29.2% | $4,046+28.6% |
| Admin fee / account holder | $0 | $711-100.0% | $10,799-100.0% | $626-100.0% |