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 | $19,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $181 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $130,328 | $73,638+77.0% | $95,952+35.8% | $73,488+77.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | -8.71% | 16.78%-25.5pp | 91.61%-100.3pp | 28.51%-37.2pp |
| Employer contribution / active EE | $2,547 | $1,863+36.7% | $2,541+0.2% | $2,270+12.2% |
| Participant deferral / active EE | $10,476 | $3,617+189.6% | $4,167+151.4% | $3,740+180.1% |
| Admin fee / account holder | $87 | $482-82.0% | $6,795-98.7% | $513-83.1% |