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 |
|---|---|---|
BRIDGEBAY FINANCIAL, INC.2 years Service code 15 2603 CAMINO RAMON · SAN RAMON, CA 94583 | Recordkeeping | $28,075 |
CLARK NUBER5+ years Filed as: CLARK NUBER PS Service code 10 10900 NE 4TH STREET · BELLEVUE, WA 98004 | Accounting | $12,643 |
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $4,091 |
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 | $189,551 | $54,237+249.5% | $90,281+110.0% | $67,579+180.5% |
| Participation rate | 95.4% | 68.6%+26.8pp | 73.3%+22.1pp | 71.3%+24.1pp |
| Annual return | 23.31% | 37.27%-14.0pp | 78.10%-54.8pp | 378.56%-355.2pp |
| Employer contribution / active EE | $13,086 | $1,846+608.9% | $2,854+358.4% | $2,148+509.3% |
| Participant deferral / active EE | $11,588 | $2,625+341.4% | $3,885+198.2% | $3,539+227.4% |
| Admin fee / account holder | $48 | $123-61.2% | $5,351-99.1% | $142-66.3% |