See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC10+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $9,370 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
GOLDMAN SACHS6 years Filed as: GOLDMAN SACHS FUNDS Service code 28 · EIN 13-3575636 | Investment Management | $0 |
INVESCO5 years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
PIMCO FUNDS6 years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
T ROWE PRICE RPS INC10+ years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD GROUP Service code 28 · EIN 23-1945930 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,250 | $106,028-33.7% | $146,958-52.2% | $77,643-9.5% |
| Participation rate | 99.9% | 78.4%+21.5pp | 82.2%+17.7pp | 70.6%+29.3pp |
| Annual return | 14.05% | 56.73%-42.7pp | 418.34%-404.3pp | 31.24%-17.2pp |
| Employer contribution / active EE | $2,580 | $4,063-36.5% | $4,933-47.7% | $2,726-5.3% |
| Participant deferral / active EE | $5,808 | $7,990-27.3% | $8,070-28.0% | $4,647+25.0% |
| Admin fee / account holder | $12 | $337-96.5% | $12,998-99.9% | $430-97.3% |