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 INC9+ years Filed as: T. ROWE PRICE TRUST COMPANY Service code 15 · EIN 52-1309931 | Recordkeeping | $1,710 |
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN BEACON Service code 28 | Investment Management | $0 |
AMERICAN REALTY ADVISORS7 years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
AMERICAN FUNDS7 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
COHEN & STEERS5 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 TEMPLETON3 years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
GOLDMAN SACHS3 years Filed as: GOLDMAN SACHS FUNDS Service code 28 · EIN 13-3575636 | Investment Management | $0 |
INVESCO3 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.)
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 | $455,175 | $91,407+398.0% | $135,903+234.9% | $71,457+537.0% |
| Participation rate | 97.1% | 75.7%+21.5pp | 81.9%+15.2pp | 67.9%+29.2pp |
| Annual return | 19.28% | 29.90%-10.6pp | 68.23%-48.9pp | 28.85%-9.6pp |
| Employer contribution / active EE | $3,382 | $3,703-8.7% | $4,856-30.4% | $2,588+30.7% |
| Participant deferral / active EE | $14,894 | $7,092+110.0% | $7,758+92.0% | $4,289+247.3% |
| Admin fee / account holder | $500 | $1,266-60.5% | $10,762-95.4% | $1,587-68.5% |