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 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH + BROWN, PC Service code 10 P.O. BOX 5340 · PRINCETON, NJ 08540 | Accounting | $8,320 |
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,507 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $213,119 | $79,519+168.0% | $95,952+122.1% | $73,409+190.3% |
| Participation rate | 93.6% | 81.2%+12.4pp | 77.1%+16.5pp | 72.2%+21.4pp |
| Annual return | 14.93% | 19.20%-4.3pp | 91.61%-76.7pp | 59.29%-44.4pp |
| Employer contribution / active EE | $6,387 | $2,048+211.9% | $2,541+151.4% | $2,234+186.0% |
| Participant deferral / active EE | $8,492 | $4,138+105.2% | $4,167+103.8% | $3,805+123.1% |
| Admin fee / account holder | $84 | $184-54.3% | $6,795-98.8% | $158-46.7% |