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 | $1,150 |
AMERICAN CENTURY2+ years Filed as: AMERICA CENTURY INVESTEMENTS Service code 28 · EIN 44-0619208 | Investment Management | $0 |
AMERICAN CENTURY2+ years Filed as: AMERICAN CENTURY INVESTMENTS Service code 28 | Investment Management | $0 |
ARTISAN PARTNERS2+ years Service code 28 · EIN 30-0551775 | Investment Management | $0 |
COLUMBIA2+ years Filed as: COLUMBIA MANAGEMENT INVESTMENT Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DODGE & COX2+ years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
PIMCO FUNDS2+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $0 |
THORNBURG2+ years Service code 28 · EIN 85-0301299 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,046 | $47,944+192.1% | $67,834+106.5% | $62,891+122.7% |
| Participation rate | 61.5% | 61.1%+0.4pp | 68.8%-7.3pp | 69.3%-7.8pp |
| Annual return | 14.09% | 11.77%+2.3pp | 138.47%-124.4pp | 20.14%-6.1pp |
| Employer contribution / active EE | $860 | $1,562-44.9% | $2,403-64.2% | $2,281-62.3% |
| Participant deferral / active EE | $4,529 | $2,247+101.6% | $3,160+43.3% | $3,203+41.4% |
| Admin fee / account holder | $10 | $3,712-99.7% | $4,622-99.8% | $4,296-99.8% |