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 | $145,023 |
DOWLING & YAHNKE LLC4 years Service code 26 12340 EL CAMINO REAL · SAN DIEGO, CA 92130 | Advisory (Participants) | $29,730 |
RICE HALL JAMES4 years Filed as: RICE HALL JAMES & ASSOC Service code 26 600 WEST BROADWAY · SAN DIEGO, CA 92101 | Advisory (Participants) | $25,543 |
TD AMERITRADE, INC.5 years Filed as: TD AMERITRADE Service code 26 P.O. BOX 2226 · OMAHA, NE 68103 | Advisory (Participants) | $17,158 |
TOM PARAVOLA4 years Filed as: TOM MONAHAN INDEPENDENT FINANCIAL G Service code 26 2648 E STREET · SAN DIEGO, CA 92102 | Advisory (Participants) | $17,134 |
JAN GLEISNER4 years Service code 26 1299 4TH ST · SAN RAFAEL, CA 94901 | Advisory (Participants) | $11,530 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES Service code 26 1200 PROSPECT ST · LA JOLLA, CA 92037 | Advisory (Participants) | $9,152 |
MATRIX TRUST COMPANY5 years Service code 18 | Trustee (directed); Other services; D... | $0 |
MATRIX TRUST COMPANY6+ years Filed as: MG TRUST COMPANY DBA MATRIX TRUST C Service code 15 · EIN 75-3182674 | Recordkeeping | $0 |
MATRIX TRUST COMPANY4 years Filed as: MSCS FINANCIAL SERVICES DIVISION OF Service code 50 | Direct Payment | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $362,957 | $100,801+260.1% | $149,696+142.5% | $73,409+394.4% |
| Participation rate | 96.9% | 77.7%+19.2pp | 82.5%+14.4pp | 72.2%+24.7pp |
| Annual return | 17.96% | 265.34%-247.4pp | 276.60%-258.6pp | 59.29%-41.3pp |
| Employer contribution / active EE | $12,731 | $3,312+284.4% | $4,644+174.1% | $2,234+470.0% |
| Participant deferral / active EE | $8,223 | $6,404+28.4% | $6,842+20.2% | $3,805+116.1% |
| Admin fee / account holder | $749 | $181+314.1% | $9,309-92.0% | $158+374.2% |