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 INC3 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $25,564 |
AMERICAN FUNDS3 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS3 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
DODGE & COX3 years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
LORD ABBETT3 years Service code 28 · EIN 13-3731507 | Investment Management | $0 |
T ROWE PRICE RPS INC3 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
THE VANGUARD GROUP, INC.3 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 | $43,309 | $76,050-43.1% | $96,544-55.1% | $71,457-39.4% |
| Participation rate | 88.3% | 74.4%+13.9pp | 76.0%+12.4pp | 67.9%+20.4pp |
| Annual return | 14.41% | 22.81%-8.4pp | 25.84%-11.4pp | 28.85%-14.4pp |
| Employer contribution / active EE | $2,026 | $2,244-9.7% | $2,965-31.7% | $2,588-21.7% |
| Participant deferral / active EE | $3,292 | $4,215-21.9% | $4,851-32.1% | $4,289-23.2% |
| Admin fee / account holder | $213 | $2,707-92.1% | $8,252-97.4% | $1,587-86.6% |