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.3 years Service code 16 2603 CAMINO RAMON · SAN RAMON, CA 94583 | Consulting | $80,200 |
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $62,971 |
CLARK NUBER6+ years Filed as: CLARK NUBER PS Service code 10 10900 NE 4TH STREET · BELLEVUE, WA 98004 | Accounting | $21,500 |
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 | $222,208 | $52,670+321.9% | $90,404+145.8% | $73,409+202.7% |
| Participation rate | 96.8% | 67.7%+29.1pp | 72.7%+24.1pp | 72.2%+24.6pp |
| Annual return | 17.12% | 20.70%-3.6pp | 1293.02%-1275.9pp | 59.29%-42.2pp |
| Employer contribution / active EE | $14,526 | $1,872+676.1% | $3,262+345.3% | $2,234+550.3% |
| Participant deferral / active EE | $12,665 | $2,807+351.2% | $3,963+219.5% | $3,805+232.8% |
| Admin fee / account holder | $155 | $117+32.8% | $5,611-97.2% | $158-1.8% |