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 AMERICA7 years Service code 26 14726 RAMONA AVE · CHINO, CA 91710 | Advisory (Participants) | $49,371 |
Service code 12 · EIN 84-1477138 | Participant communication; Claims pro... | $800 |
NEWPORT GROUP, INC.8+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Shareholder servicing fees; Direct pa... | $385 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $121,673 | $84,487+44.0% | $125,339-2.9% | $66,914+81.8% |
| Participation rate | 86.9% | 76.4%+10.5pp | 82.4%+4.5pp | 69.8%+17.1pp |
| Annual return | -19.01% | -8.39%-10.6pp | 572.05%-591.1pp | 1.58%-20.6pp |
| Employer contribution / active EE | $2,791 | $3,553-21.5% | $4,814-42.0% | $2,544+9.7% |
| Participant deferral / active EE | $8,458 | $6,781+24.7% | $7,446+13.6% | $4,237+99.6% |
| Admin fee / account holder | $324 | $685-52.7% | $10,010-96.8% | $593-45.4% |