See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC8+ years Filed as: T. ROWE PRICE TRUST COMPANY Service code 15 · EIN 52-1309931 | Recordkeeping | $2,100 |
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN BEACON Service code 28 | Investment Management | $0 |
AMERICAN REALTY ADVISORS6 years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
AMERICAN FUNDS6 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
COHEN & STEERS4 years Filed as: COHEN & STEERS FUNDS Service code 28 · EIN 14-1904657 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
FRANKLIN TEMPLETON2 years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
GOLDMAN SACHS2 years Filed as: GOLDMAN SACHS FUNDS Service code 28 · EIN 13-3575636 | Investment Management | $0 |
INVESCO2 years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
Filed as: JOHN HANCOCK Service code 28 · EIN 04-3483032 | Investment Management | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $381,249 | $84,487+351.3% | $125,339+204.2% | $66,914+469.8% |
| Participation rate | 96.4% | 76.4%+20.0pp | 82.4%+14.1pp | 69.8%+26.6pp |
| Annual return | -19.62% | -8.39%-11.2pp | 572.05%-591.7pp | 1.58%-21.2pp |
| Employer contribution / active EE | $3,494 | $3,553-1.7% | $4,814-27.4% | $2,544+37.3% |
| Participant deferral / active EE | $13,500 | $6,781+99.1% | $7,446+81.3% | $4,237+218.6% |
| Admin fee / account holder | $497 | $685-27.5% | $10,010-95.0% | $593-16.2% |