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 |
|---|---|---|
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $9,256 |
ALLSPRING1 year Service code 28 1415 VANTAGE PARK DR · CHARLOTTE, NC 28203 | Investment Management | $0 |
Filed as: BAIRD CORE Service code 28 | Investment Management | $0 |
Filed as: BAIRD MID Service code 28 777 EAST WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Investment Management | $0 |
Filed as: BNY MELLON Service code 28 · EIN 13-5673135 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
THE HARTFORD1 year Filed as: HARTFORD Service code 28 · EIN 13-3317783 | Investment Management | $0 |
MANNING & NAPIER1 year Service code 28 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Investment Management | $0 |
Filed as: RBC EMERGING Service code 28 50 SOUTH SIXTH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $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 | $75,229 | $101,317-25.7% | $146,958-48.8% | $74,495+1.0% |
| Participation rate | 97.0% | 75.5%+21.5pp | 82.2%+14.8pp | 67.2%+29.8pp |
| Annual return | 14.70% | 8730.91%-8716.2pp | 418.34%-403.6pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $3,015 | $3,810-20.9% | $4,933-38.9% | $2,623+14.9% |
| Participant deferral / active EE | $5,765 | $7,303-21.1% | $8,070-28.6% | $4,346+32.7% |
| Admin fee / account holder | $87 | $1,739-95.0% | $12,998-99.3% | $1,942-95.5% |