See peer percentile detail. $4.99 for your first month.
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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 INC5 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $87,916 |
AMERICAN REALTY ADVISORS5 years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
AMERICAN CENTURY2 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 · EIN 20-0623152 | Investment Management | $0 |
BLACKROCK5 years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
COLUMBIA2 years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS5 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
FRANKLIN TEMPLETON5 years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
GOLDMAN SACHS5 years Filed as: GOLDMAN SACHS FUNDS Service code 28 · EIN 13-3575636 | Investment Management | $0 |
Filed as: IVY INVESTMENTS Service code 28 PO BOX 29217 · KANSAS CITY, MO 662019217 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,586 | $216,711-67.9% | $136,749-49.1% | $85,563-18.7% |
| Participation rate | 94.2% | 51.7%+42.5pp | 72.1%+22.1pp | 66.0%+28.2pp |
| Annual return | 15.64% | 15.26%+0.4pp | 24.33%-8.7pp | 31.51%-15.9pp |
| Employer contribution / active EE | $1,585 | $1,660-4.5% | $3,400-53.4% | $2,654-40.3% |
| Participant deferral / active EE | $5,364 | $2,635+103.6% | $4,692+14.3% | $4,375+22.6% |
| Admin fee / account holder | $175 | $1,223-85.6% | $11,386-98.5% | $834-79.0% |