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: MASSACHUSETTS MUTUAL LIFE INS Service code 27 PO BOX 9500 · SPRINGFIELD, MA 011029500 | Advisory (Plan) | $37,849 |
Filed as: INTEGRATED PROCUREMENT TECHNOLOGIES Service code 99 7230 HOLLISTER AVENUE · GOLETA, CA 93117 | Other Fees | $23,000 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $3,308 |
THE RYDING COMPANY3 years Service code 13 2659 TOWNSGATE RD STE 101 · WESSTLAKE VILLAGE, CA 91361 | Contract Administrator | $3,090 |
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 | $113,775 | $88,087+29.2% | $164,866-31.0% | $74,546+52.6% |
| Participation rate | 86.8% | 73.1%+13.7pp | 78.6%+8.2pp | 67.2%+19.6pp |
| Annual return | 12.72% | 17.27%-4.5pp | 69.97%-57.2pp | 1366.03%-1353.3pp |
| Employer contribution / active EE | $3,938 | $2,595+51.7% | $4,343-9.3% | $2,624+50.1% |
| Participant deferral / active EE | $7,380 | $4,499+64.0% | $6,033+22.3% | $4,347+69.7% |
| Admin fee / account holder | $513 | $2,232-77.0% | $12,689-96.0% | $1,944-73.6% |