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 LLC5+ years Service code 27 PO BOX 2864 · CAMARILLO, CA 930112864 | Advisory (Plan) | $102,876 |
WINDES, INC.1 year Filed as: WINDES INC Service code 10 111 W OCEAN BLVD 22ND FL · LONG BEACH, CA 90802 | Accounting | $14,500 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
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 | $156,113 | $91,517+70.6% | $101,248+54.2% | $73,409+112.7% |
| Participation rate | 85.0% | 73.8%+11.2pp | 75.8%+9.2pp | 72.2%+12.8pp |
| Annual return | 9.60% | 17.17%-7.6pp | 46.47%-36.9pp | 59.29%-49.7pp |
| Employer contribution / active EE | $3,643 | $2,877+26.6% | $3,660-0.5% | $2,234+63.1% |
| Participant deferral / active EE | $8,884 | $3,338+166.1% | $4,370+103.3% | $3,805+133.5% |
| Admin fee / account holder | $289 | $216+33.9% | $5,945-95.1% | $158+83.1% |