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 |
|---|---|---|
NFP RETIREMENT INC2+ years Service code 16 120 VANTIS · ALISO VIEJO, CA 92656 | Consulting | $50,000 |
MILLER KAPLAN ARASE LLP2+ years Service code 10 4123 LANKERSHIM BOULEVARD · NORTH HOLLYWOOD, CA 91602 | Accounting | $11,800 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $5,169 |
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 | $243,383 | $63,905+280.9% | $74,183+228.1% | $57,658+322.1% |
| Participation rate | 97.7% | 79.8%+17.9pp | 76.6%+21.1pp | 70.2%+27.5pp |
| Annual return | 6.53% | 60.60%-54.1pp | 17.74%-11.2pp | 5.13%+1.4pp |
| Employer contribution / active EE | $7,499 | $1,840+307.5% | $2,370+216.4% | $1,974+279.9% |
| Participant deferral / active EE | $10,679 | $3,448+209.7% | $3,550+200.9% | $3,061+248.9% |
| Admin fee / account holder | $70 | $91-23.2% | $5,586-98.7% | $95-26.1% |