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 | $6,343 |
AMERICAN REALTY ADVISORS5+ years 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 FUNDS5+ years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
COLUMBIA5+ years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DODGE & COX1 year Service code 28 · EIN 94-1441976 | Investment Management | $0 |
DOUBLELINE CAPITAL LP5+ years Filed as: DOUBLELINE FUNDS Service code 28 333 S. GRAND AVE. · LOS ANGELES, CA 90071 | Investment Management | $0 |
FEDERATED2 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 Service code 28 · EIN 04-3483032 | Investment Management | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,753 | $43,133-7.8% | $89,391-55.5% | $73,488-45.9% |
| Participation rate | 72.4% | 55.0%+17.4pp | 68.0%+4.4pp | 70.7%+1.7pp |
| Annual return | 9.28% | 135.66%-126.4pp | 245.62%-236.3pp | 28.51%-19.2pp |
| Employer contribution / active EE | $843 | $1,438-41.4% | $2,586-67.4% | $2,270-62.9% |
| Participant deferral / active EE | $636 | $2,445-74.0% | $3,890-83.7% | $3,740-83.0% |
| Admin fee / account holder | $59 | $444-86.7% | $4,881-98.8% | $513-88.5% |