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 |
|---|---|---|
RETIRE AMERICA6 years Service code 26 14726 RAMONA AVE · CHINO, CA 91710 | Advisory (Participants) | $56,295 |
Service code 12 · EIN 84-1477138 | Recordkeeping fees; Direct payment fr... | $2,209 |
NEWPORT GROUP, INC.7+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Shareholder servicing fees; Custodial... | $1,988 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,581 | $104,475+48.9% | $159,436-2.4% | $79,386+96.0% |
| Participation rate | 90.2% | 76.6%+13.6pp | 82.8%+7.4pp | 70.7%+19.5pp |
| Annual return | 16.65% | 67.95%-51.3pp | 263.57%-246.9pp | 116.85%-100.2pp |
| Employer contribution / active EE | $2,761 | $3,417-19.2% | $4,829-42.8% | $2,427+13.7% |
| Participant deferral / active EE | $7,970 | $6,467+23.2% | $7,352+8.4% | $4,046+97.0% |
| Admin fee / account holder | $414 | $711-41.7% | $10,799-96.2% | $626-33.9% |