See peer percentile detail. $4.99 for your first month.
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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 | $1,200 |
Filed as: FIDELITY Service code 28 | Investment Management | $0 |
Filed as: FIDELITY SPRTN US BOND IDX Service code 28 · EIN 04-2647786 ONE DESTINY WAY · WESTLAKE, TX 76262 | Investment Management | $0 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 28 | Investment Management | $0 |
PIMCO FUNDS1+ years Filed as: PIMCO REAL RETURN ADMIN Service code 28 · EIN 33-0629048 840 NEWPORT CENTER DR · NEWPORT BEACH, CA 92660 | Investment Management | $0 |
T ROWE PRICE RPS INC1+ years Filed as: TROWE PRICE Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,085 | $52,903-28.0% | $73,307-48.0% | $59,632-36.1% |
| Participation rate | 84.9% | 68.2%+16.7pp | 74.9%+10.0pp | 68.7%+16.3pp |
| Annual return | 2.70% | 12.20%-9.5pp | 5.67%-3.0pp | 2041.28%-2038.6pp |
| Employer contribution / active EE | $1,891 | $1,909-0.9% | $3,237-41.6% | $2,203-14.2% |
| Participant deferral / active EE | $5,148 | $4,069+26.5% | $4,991+3.1% | $3,192+61.3% |
| Admin fee / account holder | $60 | $3,834-98.4% | $5,637-98.9% | $4,297-98.6% |