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 RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $950 |
AMERICAN CENTURY8+ years Filed as: AMERICA CENTURY INVESTEMENTS Service code 28 · EIN 44-0619208 | Investment Management | $0 |
AMERICAN CENTURY8+ years Filed as: AMERICAN CENTURY INVESTMENTS Service code 28 | Investment Management | $0 |
COLUMBIA8+ years Filed as: COLUMBIA MANAGEMENT INVESTMENT Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DODGE & COX8+ years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT3 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
PIMCO FUNDS8+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,116 | $48,265+281.5% | $68,791+167.6% | $68,494+168.8% |
| Participation rate | 73.2% | 60.7%+12.5pp | 69.0%+4.1pp | 67.9%+5.3pp |
| Annual return | -15.48% | -12.71%-2.8pp | -6.38%-9.1pp | -7.84%-7.6pp |
| Employer contribution / active EE | $1,741 | $1,829-4.8% | $2,655-34.4% | $2,596-32.9% |
| Participant deferral / active EE | $5,630 | $2,867+96.4% | $3,941+42.9% | $4,027+39.8% |
| Admin fee / account holder | $9 | $4,355-99.8% | $4,932-99.8% | $5,403-99.8% |