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 COMPANY9+ years Filed as: NORTHERN TRUST Service code 28 · EIN 36-1561860 16 CORPORATE PLAZA · NEWPORT BEACH, CA 92660 | Investment Management | $62,503 |
WRIGHT FORD YOUNG & CO1 year Filed as: WRIGHT FORD YOUNG & CO. Service code 10 · EIN 95-3288054 16140 SAND CANYON AVENUE · IRVINE, CA 92618 | Accounting | $20,500 |
SAN DIEGO PENSION CONSULTANTS9+ years Service code 13 · EIN 33-0461574 5628 COPLEY DRIVE · SAN DIEGO, CA 92111 | Contract Administrator | $5,450 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,546 | $82,978+1.9% | $129,995-35.0% | $71,457+18.3% |
| Participation rate | 98.7% | 74.1%+24.7pp | 78.5%+20.3pp | 67.9%+30.8pp |
| Annual return | 10.33% | 20.60%-10.3pp | -137.18%+147.5pp | 28.85%-18.5pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,320-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $0 | $4,432-100.0% | $5,820-100.0% | $4,289-100.0% |
| Admin fee / account holder | $540 | $1,729-68.8% | $10,614-94.9% | $1,587-66.0% |