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 year Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $4,582 |
Filed as: CARILLON EAGLE Service code 28 | Investment Management | $0 |
Filed as: DFA Service code 28 | Investment Management | $0 |
Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | 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 |
PGIM INVESTMENTS1 year Filed as: PGIM JENNISON Service code 28 | Investment Management | $0 |
Filed as: PRUDENTIAL FUNDS Service code 28 · EIN 22-3703799 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,789 | $60,261+10.8% | $81,783-18.3% | $74,546-10.4% |
| Participation rate | 93.6% | 62.9%+30.7pp | 72.4%+21.2pp | 67.2%+26.4pp |
| Annual return | 12.18% | 16.88%-4.7pp | 775.05%-762.9pp | 1366.03%-1353.9pp |
| Employer contribution / active EE | $537 | $2,622-79.5% | $2,913-81.5% | $2,624-79.5% |
| Participant deferral / active EE | $5,020 | $3,388+48.2% | $4,320+16.2% | $4,347+15.5% |
| Admin fee / account holder | $36 | $1,482-97.6% | $7,380-99.5% | $1,944-98.2% |