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 |
|---|---|---|
Service code 16 2040 MAIN STREET · IRVINE, CA 92614 | Consulting | $35,000 |
KSJG, LLP4 years Filed as: KUSHNER, SMITH, JOANOU & GREGSON Service code 10 100 SPECTRUM CENTER DRIVE · IRVINE, CA 92618 | Accounting | $11,750 |
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,600 |
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 | $208,018 | $73,404+183.4% | $87,100+138.8% | $67,579+207.8% |
| Participation rate | 83.0% | 80.9%+2.2pp | 76.9%+6.2pp | 71.3%+11.8pp |
| Annual return | 21.99% | 48.29%-26.3pp | 28.19%-6.2pp | 378.56%-356.6pp |
| Employer contribution / active EE | $6,122 | $2,014+204.0% | $2,521+142.8% | $2,148+185.0% |
| Participant deferral / active EE | $7,793 | $3,913+99.2% | $4,049+92.5% | $3,539+120.2% |
| Admin fee / account holder | $100 | $142-29.4% | $7,497-98.7% | $142-29.8% |