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) | $6,012 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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.
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 | $9,066 | $54,590-83.4% | $81,930-88.9% | $73,488-87.7% |
| Participation rate | 62.0% | 68.3%-6.3pp | 72.0%-10.0pp | 70.7%-8.6pp |
| Annual return | 13.96% | 17.74%-3.8pp | 29.49%-15.5pp | 28.51%-14.5pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $4,310-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,417 | $2,759-48.6% | $7,107-80.1% | $3,740-62.1% |
| Admin fee / account holder | $89 | $592-84.9% | $5,158-98.3% | $513-82.6% |