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 | $32,823 |
5/31 year Service code 28 · EIN 31-0676865 | Investment Management | $10,562 |
AMERICAN FUNDS1 year Service code 28 · EIN 95-1411037 | Investment Management | $0 |
BLACKROCK1 year Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
CALVERT1 year Filed as: CALVERT GROUP Service code 28 · EIN 52-1233223 | Investment Management | $0 |
COHEN & STEERS1 year Filed as: COHEN & STEERS FUNDS Service code 28 · EIN 14-1904657 | Investment Management | $0 |
DODGE & COX1 year Service code 28 · EIN 94-1441976 | Investment Management | $0 |
FEDERATED1 year Filed as: FEDERATED HERMES GOVT Service code 28 · EIN 85-0055508 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
HARBOR1 year Filed as: HARBOR FUNDS Service code 28 · EIN 34-1953393 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,082 | $79,171-30.4% | $102,423-46.2% | $74,495-26.1% |
| Participation rate | 72.1% | 74.8%-2.7pp | 76.5%-4.4pp | 67.2%+4.9pp |
| Annual return | 9.00% | 54.93%-45.9pp | 29.32%-20.3pp | 1364.94%-1355.9pp |
| Employer contribution / active EE | $1,453 | $2,362-38.5% | $3,023-51.9% | $2,623-44.6% |
| Participant deferral / active EE | $3,850 | $4,415-12.8% | $5,053-23.8% | $4,346-11.4% |
| Admin fee / account holder | $261 | $2,001-86.9% | $9,451-97.2% | $1,942-86.6% |