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.4 years Filed as: WINDES INC. Service code 10 PO BOX 87 · LONG BEACH, CA 90801 | Accounting | $16,500 |
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $13,737 |
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 | $143,164 | $111,608+28.3% | $177,821-19.5% | $73,409+95.0% |
| Participation rate | 88.2% | 87.9%+0.3pp | 87.7%+0.5pp | 72.2%+16.0pp |
| Annual return | 15.95% | 18.23%-2.3pp | 48.32%-32.4pp | 59.29%-43.3pp |
| Employer contribution / active EE | $10,597 | $3,796+179.2% | $5,918+79.0% | $2,234+374.4% |
| Participant deferral / active EE | $1,612 | $6,199-74.0% | $7,714-79.1% | $3,805-57.6% |
| Admin fee / account holder | $82 | $166-50.6% | $12,427-99.3% | $158-48.2% |