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 INC10+ years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $34,329 |
AMERICAN FUNDS2 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
EATON VANCE5 years 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 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT5 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
T ROWE PRICE RPS INC5 years Service code 15 | Recordkeeping | $0 |
TIAA2 years Filed as: TIAA FUNDS Service code 28 · EIN 13-1624203 | Investment Management | $0 |
THE VANGUARD GROUP, INC.5 years 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.
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 | $85,346 | $101,317-15.8% | $146,958-41.9% | $74,495+14.6% |
| Participation rate | 59.3% | 75.5%-16.3pp | 82.2%-22.9pp | 67.2%-7.9pp |
| Annual return | 18.95% | 8730.91%-8712.0pp | 418.34%-399.4pp | 1364.94%-1346.0pp |
| Employer contribution / active EE | $508 | $3,810-86.7% | $4,933-89.7% | $2,623-80.6% |
| Participant deferral / active EE | $5,491 | $7,303-24.8% | $8,070-32.0% | $4,346+26.3% |
| Admin fee / account holder | $307 | $1,739-82.3% | $12,998-97.6% | $1,942-84.2% |