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 | $61,289 |
T ROWE PRICE RPS INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,340 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $327,272 | $104,317+213.7% | $159,436+105.3% | $86,799+277.0% |
| Participation rate | 98.1% | 77.7%+20.4pp | 82.8%+15.2pp | 72.3%+25.8pp |
| Annual return | 14.05% | 26.32%-12.3pp | 263.57%-249.5pp | 97.91%-83.9pp |
| Employer contribution / active EE | $6,076 | $3,451+76.1% | $4,829+25.8% | $2,405+152.6% |
| Participant deferral / active EE | $11,413 | $6,837+66.9% | $7,352+55.2% | $4,131+176.3% |
| Admin fee / account holder | $115 | $172-33.0% | $10,799-98.9% | $170-32.0% |