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 LLC4+ years Service code 27 PO BOX 2864 · CAMARILLO, CA 930112864 | Advisory (Plan) | $136,405 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $139,348 | $66,601+109.2% | $92,893+50.0% | $67,579+106.2% |
| Participation rate | 82.0% | 72.5%+9.5pp | 76.0%+6.0pp | 71.3%+10.7pp |
| Annual return | 10.03% | 92.58%-82.5pp | 109.41%-99.4pp | 378.56%-368.5pp |
| Employer contribution / active EE | $3,087 | $2,775+11.2% | $3,653-15.5% | $2,148+43.7% |
| Participant deferral / active EE | $7,815 | $3,157+147.6% | $4,236+84.5% | $3,539+120.8% |
| Admin fee / account holder | $334 | $199+67.7% | $5,794-94.2% | $142+134.4% |