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 | $50,000 |
BEESON, TAYER & BODINE3 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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $970 |
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 | $309,976 | $100,801+207.5% | $149,696+107.1% | $73,409+322.3% |
| Participation rate | 98.3% | 77.7%+20.6pp | 82.5%+15.8pp | 72.2%+26.1pp |
| Annual return | 21.24% | 265.34%-244.1pp | 276.60%-255.4pp | 59.29%-38.1pp |
| Employer contribution / active EE | $5,508 | $3,312+66.3% | $4,644+18.6% | $2,234+146.6% |
| Participant deferral / active EE | $11,276 | $6,404+76.1% | $6,842+64.8% | $3,805+196.3% |
| Admin fee / account holder | $123 | $181-32.0% | $9,309-98.7% | $158-22.1% |