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 BANK9+ years Filed as: CITIZENS BUSINESS BANK Service code 18 · EIN 95-6806148 1010 COLORADO BLVD 2ND FLOOR · PASADENA, CA 911062311 | Custodial (other than securities) | $17,242 |
THE RYDING COMPANY9+ years Service code 13 · EIN 95-3497679 2659 TOWNSGATE ROAD, SUITE 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $1,575 |
HEDMAN PARTNERS LLP2 years Service code 10 27441 TOURNEY ROAD, SUITE 200 · VALENCIA, CA 91355 | Accounting | $250 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,512 | $82,978+1.8% | $130,231-35.1% | $74,419+13.6% |
| Participation rate | 100.0% | 73.7%+26.3pp | 76.3%+23.7pp | 70.7%+29.3pp |
| Annual return | 11.46% | 123.05%-111.6pp | 38.77%-27.3pp | 34.38%-22.9pp |
| Employer contribution / active EE | $999 | $3,391-70.5% | $4,126-75.8% | $2,637-62.1% |
| Participant deferral / active EE | $4,996 | $5,370-7.0% | $6,799-26.5% | $4,528+10.3% |
| Admin fee / account holder | $92 | $354-73.9% | $6,020-98.5% | $348-73.5% |