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 | $65,323 |
BEESON, TAYER & BODINE7 years Filed as: BEESON, HOFFMAN AND SIDDALL INC Service code 10 500 NORTH CENTRAL AVENUE · GLENDALE, CA 91203 | Accounting | $10,782 |
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $1,940 |
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 | $308,371 | $106,028+190.8% | $146,958+109.8% | $77,643+297.2% |
| Participation rate | 96.4% | 78.4%+18.0pp | 82.2%+14.2pp | 70.6%+25.8pp |
| Annual return | 16.18% | 56.73%-40.6pp | 418.34%-402.2pp | 31.24%-15.1pp |
| Employer contribution / active EE | $6,628 | $4,063+63.1% | $4,933+34.4% | $2,726+143.2% |
| Participant deferral / active EE | $12,465 | $7,990+56.0% | $8,070+54.5% | $4,647+168.2% |
| Admin fee / account holder | $125 | $337-63.1% | $12,998-99.0% | $430-71.0% |