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 LLC Service code 27 2444 WILSHIRE BLVD STE 303 · SANTA MONICA, CA 90403 | Advisory (Plan) | $42,028 |
TRISTAR PENSION LTD8+ years Service code 13 9150 N. MAY AVENUE SUITE A · OKLAHOMA CITY, OK 73120 | Contract Administrator | $40,694 |
Filed as: WESTSIDE INVESTMENT MANAGEMENT INC Service code 27 4707 EXECUTIVE DR. · SAN DIEGO, CA 92121 | Advisory (Plan) | $19,854 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $4,350 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,328 | $84,487+15.2% | $125,339-22.3% | $66,914+45.5% |
| Participation rate | 94.1% | 76.4%+17.7pp | 82.4%+11.7pp | 69.8%+24.3pp |
| Annual return | -17.94% | -8.39%-9.6pp | 572.05%-590.0pp | 1.58%-19.5pp |
| Employer contribution / active EE | $5,252 | $3,553+47.8% | $4,814+9.1% | $2,544+106.4% |
| Participant deferral / active EE | $5,546 | $6,781-18.2% | $7,446-25.5% | $4,237+30.9% |
| Admin fee / account holder | $0 | $685-100.0% | $10,010-100.0% | $593-100.0% |