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 INC6+ years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $18,719 |
EATON VANCE1 year Filed as: EATON VANCE FUNDS Service code 28 · EIN 04-2718215 | Investment Management | $0 |
Filed as: FIDELITY FUNDS Service code 28 · EIN 04-2647786 | Investment Management | $0 |
Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
LEGG MASON1 year Filed as: LEGG MASON FUNDS Service code 28 · EIN 52-1200960 | Investment Management | $0 |
Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year Service code 15 | Recordkeeping | $0 |
TIAA1 year Filed as: TIAA-CREF FUNDS Service code 28 · EIN 13-1624203 | Investment Management | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD FUNDS Service code 28 · EIN 23-1945930 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $68,430 | $99,957-31.5% | $149,696-54.3% | $73,488-6.9% |
| Participation rate | 58.2% | 75.7%-17.5pp | 82.5%-24.3pp | 70.7%-12.5pp |
| Annual return | 30.86% | 53.87%-23.0pp | 276.60%-245.7pp | 28.51%+2.4pp |
| Employer contribution / active EE | $414 | $3,191-87.0% | $4,644-91.1% | $2,270-81.8% |
| Participant deferral / active EE | $4,563 | $6,073-24.9% | $6,842-33.3% | $3,740+22.0% |
| Admin fee / account holder | $144 | $551-73.9% | $9,309-98.5% | $513-71.9% |