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) | $41,762 |
Filed as: INTEGRATED PROCUREMENT TECHNOLOGIES Service code 99 7230 HOLLISTER AVENUE · GOLETA, CA 93117 | Other Fees | $18,906 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $12,008 |
THE RYDING COMPANY4 years Service code 13 2659 TOWNSGATE RD STE 101 · WESSTLAKE VILLAGE, CA 91361 | Contract Administrator | $2,439 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,577 | $96,484+30.2% | $156,263-19.6% | $74,304+69.0% |
| Participation rate | 86.8% | 67.7%+19.2pp | 78.9%+7.9pp | 60.3%+26.5pp |
| Annual return | 16.36% | 17.73%-1.4pp | 59.47%-43.1pp | 29.43%-13.1pp |
| Employer contribution / active EE | $3,942 | $2,528+55.9% | $4,333-9.0% | $2,241+75.9% |
| Participant deferral / active EE | $7,035 | $4,286+64.1% | $6,158+14.2% | $3,767+86.7% |
| Admin fee / account holder | $583 | $3,728-84.4% | $14,255-95.9% | $2,969-80.4% |