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: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $154,363 |
DOWLING & YAHNKE LLC1 year Service code 26 12340 EL CAMINO REAL · SAN DIEGO, CA 92130 | Advisory (Participants) | $35,396 |
RICE HALL JAMES1 year Filed as: RICE HALL JAMES & ASSOC Service code 26 600 WEST BROADWAY · SAN DIEGO, CA 92101 | Advisory (Participants) | $35,033 |
TOM PARAVOLA1 year Filed as: TOM MONAHAN INDEPENDENT FINANCIAL G Service code 26 2648 E STREET · SAN DIEGO, CA 92102 | Advisory (Participants) | $23,609 |
Filed as: UBS FINANCIAL SERVICES Service code 26 1200 PROSPECT ST · LA JOLLA, CA 92037 | Advisory (Participants) | $9,331 |
JAN GLEISNER1 year Service code 26 1299 4TH ST · SAN RAFAEL, CA 94901 | Advisory (Participants) | $7,059 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE Service code 26 P.O. BOX 2226 · OMAHA, NE 68103 | Advisory (Participants) | $5,964 |
MATRIX TRUST COMPANY3+ years Filed as: MG TRUST COMPANY DBA MATRIX TRUST C Service code 15 · EIN 75-3182674 | Recordkeeping | $4,115 |
MATRIX TRUST COMPANY2 years Service code 18 | Direct payment from the plan; Trustee... | $0 |
MATRIX TRUST COMPANY1 year Filed as: MSCS FINANCIAL SERVICES DIVISION OF Service code 50 | Direct Payment | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $362,323 | $155,795+132.6% | $136,294+165.8% | $69,631+420.3% |
| Participation rate | 59.3% | 75.2%-15.9pp | 81.9%-22.6pp | 70.7%-11.3pp |
| Annual return | 17.04% | 232464.33%-232447.3pp | 5155.94%-5138.9pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $8,614 | $2,991+188.0% | $4,695+83.4% | $2,032+323.9% |
| Participant deferral / active EE | $5,324 | $5,394-1.3% | $6,247-14.8% | $3,224+65.2% |
| Admin fee / account holder | $972 | $128+658.0% | $9,243-89.5% | $110+780.2% |