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 |
|---|---|---|
R-TECH CONSULTANTS, INC.3+ years Service code 13 21331 COSTANSO ST. · WOODLAND HILLS, CA 91364 | Contract Administrator | $15,353 |
ARROYO INSURANCE SERVICES INC3+ years Filed as: ARROYO INSURANCE SERVICES Service code 16 PO BOX 55248 · SHERMAN OAKS, CA 914130248 | Consulting | $6,056 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,137 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,729 | $69,305-61.4% | $82,313-67.5% | $69,631-61.6% |
| Participation rate | 62.3% | 80.3%-18.0pp | 76.9%-14.6pp | 70.7%-8.4pp |
| Annual return | 13.15% | 21.47%-8.3pp | 25.88%-12.7pp | 27571.02%-27557.9pp |
| Employer contribution / active EE | $0 | $1,887-100.0% | $2,428-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,345 | $3,568-62.3% | $3,706-63.7% | $3,224-58.3% |
| Admin fee / account holder | $41 | $97-57.7% | $5,608-99.3% | $110-62.8% |