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 |
|---|---|---|
Service code 16 2040 MAIN STREET · IRVINE, CA 92614 | Consulting | $40,000 |
WINDES, INC.3 years Filed as: WINDES INC. Service code 16 PO BOX 87 · LONG BEACH, CA 90801 | Consulting | $19,200 |
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $19,076 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $129,141 | $88,515+45.9% | $162,163-20.4% | $67,579+91.1% |
| Participation rate | 82.3% | 86.8%-4.5pp | 87.6%-5.3pp | 71.3%+11.0pp |
| Annual return | 19.57% | 27.04%-7.5pp | 115.59%-96.0pp | 378.56%-359.0pp |
| Employer contribution / active EE | $9,830 | $3,563+175.9% | $5,614+75.1% | $2,148+357.7% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $7,298-100.0% | $3,539-100.0% |
| Admin fee / account holder | $99 | $124-19.8% | $10,843-99.1% | $142-30.3% |