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 INC1 year Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $2,576 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
AMERICAN CENTURY1 year Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 · EIN 20-0623152 | Investment Management | $0 |
AMERICAN FUNDS4+ years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
COLUMBIA4+ years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DODGE & COX4+ years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
DOUBLELINEFUNDS1 year Service code 28 333 S. GRAND AVE. · LOS ANGELES, CA 90071 | Investment Management | $0 |
FEDERATED4+ years Filed as: FEDERATED FUNDS Service code 28 · EIN 25-1111467 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
Filed as: JOHN HANCOCK FUNDS Service code 28 · EIN 04-3483032 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $228,591 | $38,365+495.8% | $84,611+170.2% | $65,185+250.7% |
| Participation rate | 66.1% | 55.7%+10.4pp | 68.2%-2.2pp | 70.2%-4.1pp |
| Annual return | 19.80% | 32.00%-12.2pp | 258.74%-238.9pp | 29.38%-9.6pp |
| Employer contribution / active EE | $2,021 | $1,258+60.6% | $2,652-23.8% | $2,177-7.2% |
| Participant deferral / active EE | $6,855 | $2,278+200.9% | $3,899+75.8% | $3,514+95.1% |
| Admin fee / account holder | $436 | $451-3.3% | $4,912-91.1% | $847-48.5% |