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 LLC7+ years Service code 27 PO BOX 2864 · CAMARILLO, CA 930112864 | Advisory (Plan) | $89,027 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $55,449 |
HODDER INVESTMENTS LLC1 year Service code 99 1551THREE CROWNS DR STE 100 · CASPER, WY 82604 | Other Fees | $4,510 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,278 | $106,236+52.8% | $112,228+44.6% | $64,808+150.4% |
| Participation rate | 79.1% | 71.7%+7.4pp | 75.1%+4.0pp | 71.5%+7.6pp |
| Annual return | -14.43% | -6.02%-8.4pp | 27.45%-41.9pp | 32.82%-47.2pp |
| Employer contribution / active EE | $3,370 | $3,166+6.4% | $3,635-7.3% | $2,506+34.5% |
| Participant deferral / active EE | $8,883 | $3,785+134.7% | $4,728+87.9% | $4,310+106.1% |
| Admin fee / account holder | $349 | $452-22.7% | $6,410-94.6% | $188+85.8% |