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 13 · EIN 13-3749682 402 W BROADWAY #2500 · SAN DIEGO, CA 92101 | Contract Administrator | $9,303 |
401K GENERATION1 year Service code 13 · EIN 26-4477125 195 INTERNATIONAL PARKWAY · LAKE MARY, FL 32746 | Contract Administrator | $5,514 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,471 | $54,229-77.0% | $70,092-82.2% | $68,494-81.8% |
| Participation rate | 69.0% | 64.5%+4.5pp | 70.5%-1.5pp | 67.9%+1.1pp |
| Annual return | -21.96% | -13.87%-8.1pp | 190.73%-212.7pp | -7.84%-14.1pp |
| Employer contribution / active EE | $1,389 | $2,018-31.2% | $2,559-45.7% | $2,596-46.5% |
| Participant deferral / active EE | $3,277 | $2,956+10.9% | $3,849-14.9% | $4,027-18.6% |
| Admin fee / account holder | $197 | $4,694-95.8% | $6,267-96.9% | $5,403-96.3% |