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 INVESTMEN Service code 26 402 W BROADWAY #2500 · SAN DIEGO, CA 92101 | Advisory (Participants) | $5,237 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,095 | $43,504-60.7% | $68,793-75.1% | $56,287-69.6% |
| Participation rate | 29.1% | 67.8%-38.8pp | 72.2%-43.2pp | 69.9%-40.8pp |
| Annual return | -12.32% | -3.15%-9.2pp | -4.63%-7.7pp | -9.96%-2.4pp |
| Employer contribution / active EE | $670 | $1,525-56.1% | $2,625-74.5% | $2,111-68.3% |
| Participant deferral / active EE | $1,301 | $2,509-48.2% | $3,311-60.7% | $3,350-61.2% |
| Admin fee / account holder | $204 | $515-60.3% | $5,131-96.0% | $521-60.8% |