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 4-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: ROODA, PIQUET & BESEE, INC. Service code 10 · EIN 33-0252865 3550 VINE ST., STE. 110 · RIVERSIDE, CA 92507 | Accounting | $53,100 |
BSI2 years Service code 15 · EIN 27-0187600 9340 W. MARTIN AVE., STE. 100 · LAS VEGAS, NV 89148 | Recordkeeping | $37,282 |
Filed as: PRUDENT FIDUCIARY SERVICES Service code 21 · EIN 82-1818132 100 N. BARRANCA ST., STE. 400 · WEST COVINA, CA 91791 | Bank Trustee | $11,270 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $159,901-100.0% | $146,958-100.0% | $145,922-100.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | -4.20% | 98.13%-102.3pp | 418.34%-422.5pp | 561.29%-565.5pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $0 | $8,428-100.0% | $8,070-100.0% | $6,688-100.0% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |