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 COMPANY10+ years Filed as: NORTHERN TRUST Service code 28 · EIN 36-1561860 16 CORPORATE PLAZA · NEWPORT BEACH, CA 92660 | Investment Management | $50,800 |
WRIGHT FORD YOUNG & CO2 years Filed as: WRIGHT FORD YOUNG & CO. Service code 10 · EIN 95-3288054 16140 SAND CANYON AVENUE · IRVINE, CA 92618 | Accounting | $8,000 |
SAN DIEGO PENSION CONSULTANTS10+ years Service code 13 · EIN 33-0461574 5628 COPLEY DRIVE · SAN DIEGO, CA 92111 | Contract Administrator | $5,430 |
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 | $69,123 | $88,083-21.5% | $164,813-58.1% | $74,495-7.2% |
| Participation rate | 98.8% | 73.0%+25.8pp | 78.6%+20.2pp | 67.2%+31.6pp |
| Annual return | 6.23% | 17.26%-11.0pp | 69.93%-63.7pp | 1364.94%-1358.7pp |
| Employer contribution / active EE | $0 | $2,593-100.0% | $4,341-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $6,031-100.0% | $4,346-100.0% |
| Admin fee / account holder | $329 | $2,234-85.3% | $12,690-97.4% | $1,942-83.0% |