See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $23,793 |
BLACKROCK4 years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
COHEN & STEERS4 years Filed as: COHEN & STEERS FUNDS Service code 28 · EIN 14-1904657 | Investment Management | $0 |
COLUMBIA4 years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS4 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
EAGLEASSET4 years Service code 28 · EIN 59-3171014 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
FIRST EAGLE4 years Filed as: FIRST EAGLE FUNDS Service code 28 | Investment Management | $0 |
FRANKLIN TEMPLETON4 years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
INVESCO4 years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,471 | $86,944-8.6% | $107,525-26.1% | $74,304+7.0% |
| Participation rate | 70.5% | 59.6%+10.9pp | 75.1%-4.6pp | 60.3%+10.1pp |
| Annual return | 21.70% | 23.52%-1.8pp | 181.32%-159.6pp | 29.43%-7.7pp |
| Employer contribution / active EE | $2,727 | $2,757-1.1% | $3,754-27.4% | $2,241+21.7% |
| Participant deferral / active EE | $5,072 | $3,554+42.7% | $5,116-0.9% | $3,767+34.6% |
| Admin fee / account holder | $192 | $3,727-94.9% | $8,919-97.8% | $2,969-93.5% |