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 | $36,500 |
T ROWE PRICE RPS INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $34,069 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,786 | $185,342+24.5% | $111,297+107.4% | $86,799+165.9% |
| Participation rate | 93.3% | 81.0%+12.3pp | 77.3%+16.0pp | 72.3%+21.0pp |
| Annual return | 13.96% | 500.80%-486.8pp | 54.65%-40.7pp | 97.91%-83.9pp |
| Employer contribution / active EE | $6,685 | $2,246+197.6% | $2,731+144.8% | $2,405+177.9% |
| Participant deferral / active EE | $9,301 | $4,458+108.6% | $4,487+107.3% | $4,131+125.1% |
| Admin fee / account holder | $131 | $255-48.6% | $7,964-98.3% | $170-22.5% |