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 8-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 year Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $25,372 |
AB FUNDS1 year Filed as: ALLIANCE BERNSTEIN Service code 28 711 HIGH STREET · DES MOINES, IA 503920001 | Investment Management | $0 |
ALLIANZ GLOBAL INVESTORS1 year Filed as: ALLIANZGI Service code 28 · EIN 02-0639354 | Investment Management | $0 |
BLACKROCK1 year Service code 28 · EIN 04-6171663 | Investment Management | $0 |
Filed as: CARILLON EAGLE Service code 28 | Investment Management | $0 |
COLUMBIA1 year Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DODGE & COX1 year Service code 28 · EIN 94-1441976 | Investment Management | $0 |
EAGLEASSET1 year Service code 28 · EIN 59-3171014 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLIN Service code 28 | Investment Management | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,919 | $101,317-70.5% | $146,958-79.6% | $74,495-59.8% |
| Participation rate | 92.9% | 75.5%+17.4pp | 82.2%+10.8pp | 67.2%+25.7pp |
| Annual return | 17.15% | 8730.91%-8713.8pp | 418.34%-401.2pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $3,899 | $3,810+2.3% | $4,933-21.0% | $2,623+48.6% |
| Participant deferral / active EE | $4,807 | $7,303-34.2% | $8,070-40.4% | $4,346+10.6% |
| Admin fee / account holder | $170 | $1,739-90.2% | $12,998-98.7% | $1,942-91.2% |