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 INC2+ years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1309931 | Recordkeeping | $7,987 |
ACTUARIAL BENEFITS CORP2+ years Service code 11 · EIN 20-1054428 2790 SKYPARK DRIVE, SUITE 300 · TORRANCE, CA 90505 | Actuarial | $0 |
CENTURY CAPITAL MANAGEMENT, LLC2+ years Filed as: AM CENTURY Service code 28 · EIN 44-6006315 | Investment Management | $0 |
CENTURY CAPITAL MANAGEMENT, LLC2+ years Filed as: AM CENTURY FUNDS Service code 28 | Investment Management | $0 |
AMERICAN FUNDS2+ years Service code 28 · EIN 95-6817943 | Investment Management | $0 |
ARTISAN PARTNERS2+ years Filed as: ARTISAN Service code 28 · EIN 82-2914399 | Investment Management | $0 |
BLACKROCK2+ years Service code 28 · EIN 51-0318674 | Investment Management | $0 |
COLUMBIA2+ years Service code 28 | Investment Management | $0 |
COLUMBIA EMERGING2+ 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 | $23,786 | $76,050-68.7% | $96,544-75.4% | $71,457-66.7% |
| Participation rate | 84.7% | 74.4%+10.3pp | 76.0%+8.8pp | 67.9%+16.8pp |
| Annual return | 36.53% | 22.81%+13.7pp | 25.84%+10.7pp | 28.85%+7.7pp |
| Employer contribution / active EE | $3,768 | $2,244+67.9% | $2,965+27.1% | $2,588+45.6% |
| Participant deferral / active EE | $7,732 | $4,215+83.4% | $4,851+59.4% | $4,289+80.3% |
| Admin fee / account holder | $41 | $2,707-98.5% | $8,252-99.5% | $1,587-97.4% |