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 INC3+ years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1309931 | Recordkeeping | $17,071 |
ACTUARIAL BENEFITS CORP3+ years Service code 11 · EIN 20-1054428 2790 SKYPARK DRIVE, SUITE 300 · TORRANCE, CA 90505 | Actuarial | $0 |
CENTURY CAPITAL MANAGEMENT, LLC3+ years Filed as: AM CENTURY Service code 28 · EIN 44-6006315 | Investment Management | $0 |
CENTURY CAPITAL MANAGEMENT, LLC3+ years Filed as: AM CENTURY FUNDS Service code 28 | Investment Management | $0 |
AMERICAN FUNDS3+ years Service code 28 · EIN 95-6817943 | Investment Management | $0 |
ARTISAN PARTNERS3+ years Filed as: ARTISAN Service code 28 · EIN 82-2914399 | Investment Management | $0 |
BLACKROCK3+ years Service code 28 · EIN 51-0318674 | Investment Management | $0 |
COLUMBIA3+ years Service code 28 | Investment Management | $0 |
COLUMBIA EMERGING3+ 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 | $31,464 | $79,171-60.3% | $102,423-69.3% | $74,495-57.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 47.42% | 54.93%-7.5pp | 29.32%+18.1pp | 1364.94%-1317.5pp |
| Employer contribution / active EE | $2,964 | $2,362+25.5% | $3,023-1.9% | $2,623+13.0% |
| Participant deferral / active EE | $9,127 | $4,415+106.7% | $5,053+80.6% | $4,346+110.0% |
| Admin fee / account holder | $61 | $2,001-96.9% | $9,451-99.4% | $1,942-96.8% |