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) | $56,377 |
TRISTAR PENSION LTD9+ years Service code 13 9150 N. MAY AVENUE SUITE A · OKLAHOMA CITY, OK 73120 | Contract Administrator | $30,924 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | -$26,227 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,323 | $91,407+29.4% | $135,903-12.9% | $71,457+65.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 18.96% | 29.90%-10.9pp | 68.23%-49.3pp | 28.85%-9.9pp |
| Employer contribution / active EE | $5,899 | $3,703+59.3% | $4,856+21.5% | $2,588+128.0% |
| Participant deferral / active EE | $6,287 | $7,092-11.3% | $7,758-19.0% | $4,289+46.6% |
| Admin fee / account holder | $0 | $1,266-100.0% | $10,762-100.0% | $1,587-100.0% |