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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
MONTEREY PRIVATE WEALTH4 years Service code 26 2340 GARDEN RD · MONTEREY, CA 93940 | Advisory (Participants) | $8,871 |
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 | $154,457 | $101,317+52.4% | $146,958+5.1% | $74,495+107.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 12.47% | 8730.91%-8718.4pp | 418.34%-405.9pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $6,251 | $3,810+64.1% | $4,933+26.7% | $2,623+138.3% |
| Participant deferral / active EE | $13,977 | $7,303+91.4% | $8,070+73.2% | $4,346+221.6% |
| Admin fee / account holder | $58 | $1,739-96.7% | $12,998-99.6% | $1,942-97.0% |