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 |
|---|---|---|
CITIZENS BANK7+ years Filed as: CITIZENS BUSINESS BANK Service code 18 · EIN 95-6806148 1010 COLORADO BLVD 2ND FLOOR · PASADENA, CA 911062311 | Custodial (other than securities) | $25,420 |
THE RYDING COMPANY7+ years Service code 13 · EIN 95-3497679 2659 TOWNSGATE ROAD, SUITE 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $1,500 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,066 | $89,904-5.4% | $453,369-81.2% | $86,799-2.0% |
| Participation rate | 76.0% | 75.7%+0.2pp | 78.0%-2.0pp | 72.3%+3.7pp |
| Annual return | 8.52% | 19.72%-11.2pp | 64.40%-55.9pp | 97.91%-89.4pp |
| Employer contribution / active EE | $900 | $3,279-72.6% | $4,070-77.9% | $2,405-62.6% |
| Participant deferral / active EE | $4,688 | $5,114-8.3% | $6,209-24.5% | $4,131+13.5% |
| Admin fee / account holder | $55 | $156-64.6% | $11,209-99.5% | $170-67.5% |