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 | $62,385 |
BEESON, TAYER & BODINE1 year Filed as: BEESON, HOFFMAN AND SIDDALL INC Service code 10 500 NORTH CENTRAL AVENUE · GLENDALE, CA 91203 | Accounting | $23,000 |
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $788 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $255,413 | $73,102+249.4% | $123,544+106.7% | $56,287+353.8% |
| Participation rate | 96.4% | 74.3%+22.0pp | 82.3%+14.1pp | 69.9%+26.5pp |
| Annual return | -3.77% | 3.01%-6.8pp | 119.20%-123.0pp | -9.96%+6.2pp |
| Employer contribution / active EE | $4,643 | $2,977+55.9% | $4,628+0.3% | $2,111+119.9% |
| Participant deferral / active EE | $11,997 | $5,423+121.2% | $6,426+86.7% | $3,350+258.2% |
| Admin fee / account holder | $212 | $554-61.7% | $9,284-97.7% | $521-59.3% |