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 INC8+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $7,940 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
GOLDMAN SACHS4 years Filed as: GOLDMAN SACHS FUNDS Service code 28 · EIN 13-3575636 | Investment Management | $0 |
INVESCO3 years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
PIMCO FUNDS4 years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
T ROWE PRICE RPS INC8+ years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
THE VANGUARD GROUP, INC.3 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 | $52,053 | $82,202-36.7% | $125,339-58.5% | $64,808-19.7% |
| Participation rate | 91.8% | 77.9%+13.9pp | 82.4%+9.4pp | 71.5%+20.3pp |
| Annual return | -2.66% | 3.48%-6.1pp | 572.05%-574.7pp | 32.82%-35.5pp |
| Employer contribution / active EE | $4,609 | $3,615+27.5% | $4,814-4.3% | $2,506+83.9% |
| Participant deferral / active EE | $11,493 | $7,175+60.2% | $7,446+54.3% | $4,310+166.6% |
| Admin fee / account holder | $34 | $163-79.2% | $10,010-99.7% | $188-81.9% |