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 INC7+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $2,590 |
BARON1 year Filed as: BARON FUNDS Service code 28 767 FIFTH AVENUE · NEW YORK, NY 10153 | Investment Management | $0 |
COLUMBIA7+ years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS7+ years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
DODGE & COX7+ years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
PIMCO FUNDS6+ years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
Filed as: PRUDENTIAL JENNISON Service code 28 · EIN 22-3703799 | Investment Management | $0 |
T ROWE PRICE RPS INC4 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO FUNDS TRUST Service code 28 · EIN 41-0449260 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,091 | $84,936+28.4% | $111,297-2.0% | $79,386+37.4% |
| Participation rate | 92.9% | 75.9%+17.1pp | 77.3%+15.6pp | 70.7%+22.2pp |
| Annual return | 12.55% | 17.45%-4.9pp | 54.65%-42.1pp | 116.85%-104.3pp |
| Employer contribution / active EE | $1,346 | $1,979-32.0% | $2,731-50.7% | $2,427-44.6% |
| Participant deferral / active EE | $2,973 | $3,888-23.5% | $4,487-33.7% | $4,046-26.5% |
| Admin fee / account holder | $10 | $537-98.2% | $7,964-99.9% | $626-98.5% |