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 |
T ROWE PRICE RPS INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $21,303 |
WINDES, INC.5 years Filed as: WINDES INC. Service code 10 PO BOX 87 · LONG BEACH, CA 90801 | Accounting | $20,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $161,913 | $111,491+45.2% | $189,513-14.6% | $86,799+86.5% |
| Participation rate | 88.2% | 87.3%+0.9pp | 87.8%+0.4pp | 72.3%+15.9pp |
| Annual return | 13.22% | 83.50%-70.3pp | 555.15%-541.9pp | 97.91%-84.7pp |
| Employer contribution / active EE | $10,838 | $3,951+174.3% | $6,162+75.9% | $2,405+350.6% |
| Participant deferral / active EE | $2,387 | $6,437-62.9% | $8,221-71.0% | $4,131-42.2% |
| Admin fee / account holder | $93 | $189-50.5% | $12,045-99.2% | $170-44.9% |