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 INC10+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $114,865 |
BLACKROCK7 years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
THE BANK OF NEW YORK MELLON2 years Filed as: DREYFUS Service code 28 · EIN 13-5673135 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
FIRST EAGLE7 years Filed as: FIRST EAGLE FUNDS Service code 28 · EIN 13-3392291 | Investment Management | $0 |
INVESCO5 years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT2 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
Filed as: PRUDENTIAL JENNISON Service code 28 · EIN 22-3703799 | Investment Management | $0 |
T ROWE PRICE RPS INC7 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,894 | $88,083+102.0% | $164,813+7.9% | $74,495+138.8% |
| Participation rate | 79.7% | 73.0%+6.7pp | 78.6%+1.1pp | 67.2%+12.5pp |
| Annual return | 15.74% | 17.26%-1.5pp | 69.93%-54.2pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $781 | $2,593-69.9% | $4,341-82.0% | $2,623-70.2% |
| Participant deferral / active EE | $7,393 | $4,498+64.4% | $6,031+22.6% | $4,346+70.1% |
| Admin fee / account holder | $527 | $2,234-76.4% | $12,690-95.8% | $1,942-72.8% |