See peer percentile detail with Solo.
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.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1714114 | Recordkeeping | $20,033 |
BRIDGEWEALTH ADVISORY GROUP5+ years Service code 26 · EIN 83-0769376 986 W. ALLUVIAL AVENUE, SUITE 101 · FRESNO, CA 93711 | Advisory (Participants) | $6,941 |
PEERY & ASSOCIATES, INC.3 years Service code 17 · EIN 94-3274051 P.O. BOX 850 · PESCADERO, CA 94060 | Pension Consulting | $5,503 |
Participant contribution per participant 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 | $60,958 | $89,753-32.1% | $107,525-43.3% | $84,808-28.1% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 15.42% | 29.48%-14.1pp | 181.32%-165.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $11,425 | $3,113+267.0% | $3,754+204.4% | $2,631+334.2% |
| Participant deferral / active EE | $931 | $4,056-77.1% | $5,116-81.8% | $4,212-77.9% |
| Admin fee / account holder | $241 | $7,222-96.7% | $8,919-97.3% | $7,344-96.7% |