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 9-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 |
|---|---|---|
Filed as: RJ PATTERSON CAPITAL INVESTMENT GRO Service code 26 · EIN 13-3749682 402 W BROADWAY #2500 · SAN DIEGO, CA 92101 | Advisory (Participants) | $16,137 |
401K GENERATION3 years Service code 13 · EIN 26-4477125 237 S. WESTMONTE AVE · ALTAMONTE SPRINGS, FL 32714 | Contract Administrator | $8,195 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $8,070 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $62,146-100.0% | $81,438-100.0% | $74,546-100.0% |
| Participation rate | 45.6% | 64.1%-18.4pp | 69.5%-23.9pp | 67.2%-21.6pp |
| Annual return | -118.22% | 16.49%-134.7pp | 24.74%-143.0pp | 1366.03%-1484.3pp |
| Employer contribution / active EE | $737 | $1,883-60.8% | $2,460-70.0% | $2,624-71.9% |
| Participant deferral / active EE | $1,833 | $3,229-43.2% | $3,883-52.8% | $4,347-57.8% |
| Admin fee / account holder | $301 | $1,922-84.4% | $5,764-94.8% | $1,944-84.5% |