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 5-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 INC5+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $30,502 |
AMERICAN FUNDS5+ years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
DELAWARE INVESTMENTS5+ years Filed as: DELAWARE Service code 28 100 INDEPENDENCE · PHILADELPHIA, PA 19106 | Investment Management | $0 |
DODGE & COX5+ years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
PIMCO FUNDS5+ years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
T ROWE PRICE RPS INC5+ years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
THE VANGUARD GROUP, INC.5+ years Filed as: VANGUARD GROUP Service code 28 · EIN 23-1945930 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,351 | $72,994+153.9% | $120,368+54.0% | $77,671+138.6% |
| Participation rate | 99.2% | 55.2%+44.0pp | 71.9%+27.3pp | 70.6%+28.7pp |
| Annual return | 18.11% | 18.23%-0.1pp | 107.26%-89.2pp | 31.21%-13.1pp |
| Employer contribution / active EE | $9,402 | $1,793+424.4% | $3,465+171.4% | $2,726+244.9% |
| Participant deferral / active EE | $16,283 | $3,011+440.8% | $4,991+226.2% | $4,648+250.3% |
| Admin fee / account holder | $50 | $658-92.4% | $9,429-99.5% | $430-88.3% |