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+ years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $2,379 |
DODGE & COX1+ years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
OPPENHEIMER1+ years Service code 28 · EIN 13-2527171 | Investment Management | $0 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $0 |
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 | $108,548 | $51,769+109.7% | $57,343+89.3% | $52,331+107.4% |
| Participation rate | 99.1% | 75.2%+23.8pp | 75.1%+24.0pp | 68.1%+31.0pp |
| Annual return | 0.78% | 2.43%-1.6pp | 24.39%-23.6pp | 4.54%-3.8pp |
| Employer contribution / active EE | $6,275 | $2,335+168.7% | $2,689+133.4% | $1,882+233.4% |
| Participant deferral / active EE | $5,359 | $2,794+91.8% | $3,162+69.5% | $3,022+77.3% |
| Admin fee / account holder | $9 | $295-96.9% | $3,356-99.7% | $592-98.5% |