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 |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $32,373 |
QP ADVISORY LLC8+ years Service code 27 · EIN 80-0383171 | Advisory (Plan) | $25,000 |
Filed as: ROORDA PIQUET & BESSEE INC Service code 10 3550 VINE ST · RIVERSIDE, CA 92507 | Accounting | $9,329 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,321 | $102,553+15.4% | $151,611-22.0% | $66,914+76.8% |
| Participation rate | 81.4% | 85.5%-4.1pp | 87.5%-6.1pp | 69.8%+11.6pp |
| Annual return | -14.26% | -10.82%-3.4pp | 3.33%-17.6pp | 1.58%-15.8pp |
| Employer contribution / active EE | $1,950 | $4,180-53.3% | $6,166-68.4% | $2,544-23.3% |
| Participant deferral / active EE | $5,322 | $6,641-19.9% | $8,363-36.4% | $4,237+25.6% |
| Admin fee / account holder | $220 | $630-65.0% | $11,616-98.1% | $593-62.9% |