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 |
|---|---|---|
CALIFORNIA PENSION ADMIN4 years Service code 64 · EIN 95-2792979 1 ORCHARD ROAD STE 220 · LAKE FOREST, CA 92630 | Recordkeeping Fees | $15,531 |
MATRIX TRUST COMPANY4 years Filed as: MATRIX SETTLEMENT AND CLEARING Service code 19 · EIN 75-3182674 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $7,227 |
Filed as: VARIABLE LIFE ANNUITY INSURANCE CO Service code 19 2919 ALLEN PARKWAY · HOUSTON, TX 77019 | Securities Custodian | $125 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,807 | $55,415-31.8% | $155,509-75.7% | $74,495-49.2% |
| Participation rate | 80.3% | 61.9%+18.4pp | 78.2%+2.1pp | 67.2%+13.1pp |
| Annual return | 13.04% | 268.50%-255.5pp | 64.67%-51.6pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $1,698 | $2,267-25.1% | $4,672-63.7% | $2,623-35.3% |
| Participant deferral / active EE | $2,474 | $2,836-12.8% | $5,626-56.0% | $4,346-43.1% |
| Admin fee / account holder | $89 | $1,738-94.9% | $15,912-99.4% | $1,942-95.4% |