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 3-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+ years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1309931 | Recordkeeping | $2,470 |
ACTUARIAL BENEFITS CORP1+ years Service code 11 · EIN 20-1054428 2790 SKYPARK DRIVE, SUITE 300 · TORRANCE, CA 90505 | Actuarial | $0 |
CENTURY CAPITAL MANAGEMENT, LLC1+ years Filed as: AM CENTURY Service code 28 · EIN 44-6006315 | Investment Management | $0 |
CENTURY CAPITAL MANAGEMENT, LLC1+ years Filed as: AM CENTURY FUNDS Service code 28 | Investment Management | $0 |
AMERICAN FUNDS1+ years Service code 28 · EIN 95-6817943 | Investment Management | $0 |
ARTISAN PARTNERS1+ years Filed as: ARTISAN Service code 28 · EIN 82-2914399 | Investment Management | $0 |
BLACKROCK1+ years Service code 28 · EIN 51-0318674 | Investment Management | $0 |
COLUMBIA1+ years Service code 28 | Investment Management | $0 |
COLUMBIA EMERGING1+ years Service code 28 · EIN 13-3972639 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,851 | $65,435-77.3% | $86,677-82.9% | $66,914-77.8% |
| Participation rate | 91.2% | 75.5%+15.7pp | 76.6%+14.6pp | 69.8%+21.4pp |
| Annual return | 0.00% | -10.89%+10.9pp | 35.91%-35.9pp | 1.58%-1.6pp |
| Employer contribution / active EE | $4,418 | $2,153+105.2% | $2,836+55.8% | $2,544+73.6% |
| Participant deferral / active EE | $8,987 | $4,100+119.2% | $4,656+93.0% | $4,237+112.1% |
| Admin fee / account holder | $19 | $642-97.1% | $7,493-99.8% | $593-96.8% |