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 |
|---|---|---|
BENEFIT FUNDING SERVICES GROUP2+ years Service code 16 2040 MAIN STREET · IRVINE, CA 92614 | Consulting | $31,513 |
ROMBERGER WILSON BEESON INC1+ years Service code 10 500 NORTH CENTRAL AVE · GLENDALE, CA 91203 | Accounting | $11,000 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,022 |
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 | $222,478 | $80,177+177.5% | $123,892+79.6% | $57,658+285.9% |
| Participation rate | 98.1% | 74.4%+23.6pp | 81.4%+16.7pp | 70.2%+27.8pp |
| Annual return | 8.24% | 17.90%-9.7pp | 47.52%-39.3pp | 5.13%+3.1pp |
| Employer contribution / active EE | $3,483 | $2,913+19.6% | $4,617-24.6% | $1,974+76.4% |
| Participant deferral / active EE | $10,993 | $5,130+114.3% | $5,984+83.7% | $3,061+259.2% |
| Admin fee / account holder | $108 | $106+1.6% | $8,357-98.7% | $95+14.3% |