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 BANK8+ years Filed as: CITIZENS BUSINESS BANK Service code 18 · EIN 95-6806148 1010 COLORADO BLVD 2ND FLOOR · PASADENA, CA 911062311 | Custodial (other than securities) | $25,350 |
HEDMAN PARTNERS LLP1 year Service code 10 27441 TOURNEY ROAD, SUITE 200 · VALENCIA, CA 91355 | Accounting | $17,500 |
THE RYDING COMPANY8+ years Service code 13 · EIN 95-3497679 2659 TOWNSGATE ROAD, SUITE 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $3,150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,609 | $74,188+41.0% | $115,756-9.6% | $64,808+61.4% |
| Participation rate | 64.4% | 76.2%-11.8pp | 77.1%-12.7pp | 71.5%-7.1pp |
| Annual return | -9.46% | -11.81%+2.3pp | 143.14%-152.6pp | 32.82%-42.3pp |
| Employer contribution / active EE | $967 | $3,365-71.3% | $3,793-74.5% | $2,506-61.4% |
| Participant deferral / active EE | $4,834 | $5,294-8.7% | $6,254-22.7% | $4,310+12.1% |
| Admin fee / account holder | $103 | $148-30.8% | $8,124-98.7% | $188-45.4% |