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 INC4 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $1,660 |
AMERICAN REALTY ADVISORS4 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 |
COLUMBIA7+ years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DODGE & COX7+ years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
FEDERATED7+ 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 |
IVY FUNDS2 years Service code 28 · EIN 04-6006759 | Investment Management | $0 |
Filed as: JOHN HANCOCK FUNDS Service code 28 · EIN 04-3483032 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,710 | $45,863+400.9% | $77,024+198.2% | $68,494+235.4% |
| Participation rate | 71.8% | 55.9%+15.9pp | 67.9%+3.9pp | 67.9%+3.9pp |
| Annual return | -14.91% | 1.72%-16.6pp | 42.32%-57.2pp | -7.84%-7.1pp |
| Employer contribution / active EE | $1,861 | $1,650+12.8% | $2,812-33.8% | $2,596-28.3% |
| Participant deferral / active EE | $8,627 | $2,962+191.3% | $4,426+94.9% | $4,027+114.2% |
| Admin fee / account holder | $522 | $3,041-82.8% | $5,425-90.4% | $5,403-90.3% |