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 8-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 |
|---|---|---|
WESTERN GROWERS ASSOCIATION7+ years Service code 13 · EIN 95-3628301 | Contract Administrator | $64,998 |
NWPS1 year Service code 15 · EIN 91-2090931 | Recordkeeping | $51,812 |
Service code 27 · EIN 91-2038676 | Advisory (Plan) | $32,965 |
ALTA TRUST1 year Service code 19 · EIN 26-1505234 | Securities Custodian | $26,590 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $23,525 |
WRIGHT FORD YOUNG & CO7+ years Filed as: WRIGHT FORD YOUNG & COMPANY Service code 10 · EIN 95-3288054 | Accounting | $15,646 |
RAUB BROCK CAPITAL MANAGEMENT7+ years Service code 28 · EIN 27-2620760 | Investment Management | $13,087 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $12,527 |
Filed as: TRAN MANAGEMENT Service code 28 · EIN 94-6330378 | Investment Management | $5,956 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,506 | $62,581+113.3% | $124,672+7.1% | $86,799+53.8% |
| Participation rate | 97.4% | 56.9%+40.6pp | 74.6%+22.8pp | 72.3%+25.2pp |
| Annual return | 16.15% | 26.67%-10.5pp | 5142.93%-5126.8pp | 97.91%-81.8pp |
| Employer contribution / active EE | $6,995 | $1,604+336.1% | $3,324+110.5% | $2,405+190.8% |
| Participant deferral / active EE | $5,570 | $2,725+104.4% | $4,614+20.7% | $4,131+34.8% |
| Admin fee / account holder | $446 | $170+162.9% | $7,493-94.0% | $170+163.1% |