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 INC8 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $65,953 |
AMERICAN FUNDS8 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
COLUMBIA6 years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DELAWARE FUNDS6 years Service code 28 · EIN 31-0487145 | Investment Management | $0 |
FEDERATED8 years Filed as: FEDERATED FUNDS Service code 28 · EIN 25-1111467 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
FRANKLIN TEMPLETON6 years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT8 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
PIMCO FUNDS8 years Service code 28 · EIN 33-0629048 | 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 | $56,777 | $96,484-41.2% | $156,263-63.7% | $74,304-23.6% |
| Participation rate | 97.5% | 67.7%+29.8pp | 78.9%+18.6pp | 60.3%+37.1pp |
| Annual return | 15.63% | 17.73%-2.1pp | 59.47%-43.8pp | 29.43%-13.8pp |
| Employer contribution / active EE | $750 | $2,528-70.3% | $4,333-82.7% | $2,241-66.5% |
| Participant deferral / active EE | $5,036 | $4,286+17.5% | $6,158-18.2% | $3,767+33.7% |
| Admin fee / account holder | $270 | $3,728-92.7% | $14,255-98.1% | $2,969-90.9% |