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 |
|---|---|---|
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $8,175 |
LT TRUST COMPANY4 years Filed as: MG TRUST COMPANY LLC Service code 99 PO BOX 1800 · DENVER, CO 80202 | Other Fees | $4,100 |
Filed as: CALIFORNIA PENSION ADMINISTRATORS Service code 13 · EIN 95-2792979 1 ORCHARD ROAD STE 220 · LAKE FOREST, CA 92630 | Contract Administrator | $448 |
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 | $83,081 | $65,435+27.0% | $86,677-4.1% | $66,914+24.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -18.75% | -10.89%-7.9pp | 35.91%-54.7pp | 1.58%-20.3pp |
| Employer contribution / active EE | $3,881 | $2,153+80.3% | $2,836+36.8% | $2,544+52.6% |
| Participant deferral / active EE | $6,814 | $4,100+66.2% | $4,656+46.4% | $4,237+60.8% |
| Admin fee / account holder | $117 | $642-81.8% | $7,493-98.4% | $593-80.3% |