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 |
|---|---|---|
NORTHERN TRUST COMPANY5+ years Filed as: NORTHERN TRUST Service code 28 · EIN 36-1561860 16 CORPORATE PLAZA · NEWPORT BEACH, CA 92660 | Investment Management | $53,430 |
RSM US LLP5+ years Service code 10 · EIN 42-0714325 18401 VON KARMAN AVENUE · IRVINE, CA 92612 | Accounting | $22,739 |
SAN DIEGO PENSION CONSULTANTS5+ years Service code 13 · EIN 33-0461574 5628 COPLEY DRIVE · SAN DIEGO, CA 92111 | Contract Administrator | $5,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $107,889 | $86,332+25.0% | $125,175-13.8% | $65,185+65.5% |
| Participation rate | 99.4% | 75.3%+24.0pp | 79.8%+19.6pp | 70.2%+29.2pp |
| Annual return | 15.41% | 27.43%-12.0pp | 43.79%-28.4pp | 29.38%-14.0pp |
| Employer contribution / active EE | $3,247 | $2,040+59.2% | $3,865-16.0% | $2,177+49.2% |
| Participant deferral / active EE | $0 | $3,537-100.0% | $4,937-100.0% | $3,514-100.0% |
| Admin fee / account holder | $524 | $609-14.0% | $9,702-94.6% | $847-38.2% |