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 |
BEESON, TAYER & BODINE8 years Filed as: BEESON, HOFFMAN AND SIDDALL INC Service code 10 500 NORTH CENTRAL AVENUE · GLENDALE, CA 91203 | Accounting | $14,500 |
T ROWE PRICE RPS INC11+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $1,755 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $309,281 | $119,446+158.9% | $150,045+106.1% | $85,563+261.5% |
| Participation rate | 96.4% | 75.4%+21.0pp | 82.3%+14.1pp | 66.0%+30.4pp |
| Annual return | 15.34% | 23.72%-8.4pp | 62.55%-47.2pp | 31.51%-16.2pp |
| Employer contribution / active EE | $6,747 | $4,078+65.4% | $4,693+43.8% | $2,654+154.3% |
| Participant deferral / active EE | $12,516 | $7,985+56.7% | $7,997+56.5% | $4,375+186.1% |
| Admin fee / account holder | $82 | $548-85.1% | $13,435-99.4% | $834-90.2% |