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 INC1+ years Filed as: T. ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $100 |
CALVERT1+ years Filed as: CALVERT GROUP Service code 28 · EIN 52-1233223 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 | Investment Management | $0 |
Filed as: FIDELITY FUNDS Service code 28 · EIN 04-2647786 | Investment Management | $0 |
PARNASSUS1+ years Filed as: PARNASSUS FUNDS Service code 28 · EIN 94-6579180 | Investment Management | $0 |
PIMCO FUNDS1+ years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
Filed as: PRUDENTIAL JENNISON Service code 28 · EIN 22-3703799 | Investment Management | $0 |
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,942 | $91,051-82.5% | $88,497-82.0% | $55,167-71.1% |
| Participation rate | 25.2% | 79.5%-54.3pp | 82.4%-57.2pp | 69.0%-43.8pp |
| Annual return | 22.11% | 9.63%+12.5pp | 7.63%+14.5pp | 169.23%-147.1pp |
| Employer contribution / active EE | $0 | $3,430-100.0% | $4,036-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,414 | $4,954-71.5% | $4,899-71.1% | $3,054-53.7% |
| Admin fee / account holder | $3 | $539-99.5% | $6,220-100.0% | $504-99.4% |