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 | $65,528 |
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,880 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS INC. Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,216 | $82,202+198.3% | $125,339+95.6% | $64,808+278.4% |
| Participation rate | 97.9% | 77.9%+20.1pp | 82.4%+15.6pp | 71.5%+26.5pp |
| Annual return | -20.54% | 3.48%-24.0pp | 572.05%-592.6pp | 32.82%-53.4pp |
| Employer contribution / active EE | $6,310 | $3,615+74.5% | $4,814+31.1% | $2,506+151.8% |
| Participant deferral / active EE | $11,877 | $7,175+65.5% | $7,446+59.5% | $4,310+175.6% |
| Admin fee / account holder | $115 | $163-29.8% | $10,010-98.9% | $188-39.0% |