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 INC11+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $23,789 |
Filed as: TROUT CPA Service code 28 1705 OREGON PIKE · LANCASTER, PA 176014201 | Investment Management | $16,950 |
SS&C1 year Service code 28 30 BRAINTREE HILL PARK STE 400 · BRAINTREE, MA 021848751 | Investment Management | $638 |
BARON5 years Filed as: BARON FUNDS Service code 28 767 FIFTH AVENUE · NEW YORK, NY 10153 | Investment Management | $0 |
COLUMBIA11+ years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS11+ years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
DODGE & COX11+ years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
PIMCO FUNDS10+ years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
Filed as: PRUDENTIAL JENNISON Service code 28 · EIN 22-3703799 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,421 | $87,870+20.0% | $113,168-6.8% | $74,304+41.9% |
| Participation rate | 90.9% | 70.7%+20.2pp | 76.6%+14.4pp | 60.3%+30.6pp |
| Annual return | 14.68% | 26.44%-11.8pp | 24.27%-9.6pp | 29.43%-14.8pp |
| Employer contribution / active EE | $2,119 | $2,277-6.9% | $2,975-28.8% | $2,241-5.5% |
| Participant deferral / active EE | $3,694 | $4,241-12.9% | $5,107-27.7% | $3,767-1.9% |
| Admin fee / account holder | $18 | $3,368-99.5% | $12,068-99.9% | $2,969-99.4% |