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 |
|---|---|---|
MUTUAL ADVISORS LLC3+ years Service code 27 PO BOX 2864 · CAMARILLO, CA 930112864 | Advisory (Plan) | $135,481 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
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 | $135,032 | $56,443+139.2% | $83,848+61.0% | $55,725+142.3% |
| Participation rate | 85.6% | 72.0%+13.6pp | 76.1%+9.5pp | 70.9%+14.8pp |
| Annual return | 1.87% | 393.67%-391.8pp | 850.88%-849.0pp | 244.93%-243.1pp |
| Employer contribution / active EE | $3,453 | $2,682+28.8% | $3,631-4.9% | $2,078+66.2% |
| Participant deferral / active EE | $7,864 | $2,965+165.2% | $4,082+92.7% | $3,356+134.3% |
| Admin fee / account holder | $364 | $156+133.1% | $5,478-93.4% | $115+216.2% |