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 INC2 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $26,957 |
AMERICAN FUNDS2 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS2 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
DODGE & COX2 years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
LORD ABBETT2 years Service code 28 · EIN 13-3731507 | Investment Management | $0 |
T ROWE PRICE RPS INC2 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD GROUP Service code 28 · EIN 23-1945930 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,890 | $65,435-46.7% | $86,677-59.7% | $66,914-47.9% |
| Participation rate | 88.4% | 75.5%+13.0pp | 76.6%+11.8pp | 69.8%+18.6pp |
| Annual return | -14.88% | -10.89%-4.0pp | 35.91%-50.8pp | 1.58%-16.5pp |
| Employer contribution / active EE | $1,975 | $2,153-8.3% | $2,836-30.4% | $2,544-22.4% |
| Participant deferral / active EE | $3,188 | $4,100-22.2% | $4,656-31.5% | $4,237-24.8% |
| Admin fee / account holder | $195 | $642-69.6% | $7,493-97.4% | $593-67.1% |