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 | $44,623 |
BEESON, TAYER & BODINE2 years Filed as: BEESON, HOFFMAN AND SIDDALL INC Service code 10 500 NORTH CENTRAL AVENUE · GLENDALE, CA 91203 | Accounting | $12,000 |
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,480 |
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 | $288,631 | $88,122+227.5% | $141,162+104.5% | $67,579+327.1% |
| Participation rate | 97.6% | 76.5%+21.2pp | 82.5%+15.1pp | 71.3%+26.3pp |
| Annual return | 25.47% | 75.40%-49.9pp | 71.39%-45.9pp | 378.56%-353.1pp |
| Employer contribution / active EE | $5,389 | $3,224+67.1% | $4,735+13.8% | $2,148+150.9% |
| Participant deferral / active EE | $11,273 | $5,958+89.2% | $6,709+68.0% | $3,539+218.5% |
| Admin fee / account holder | $131 | $131-0.2% | $10,261-98.7% | $142-8.2% |