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 INC3+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $1,100 |
JANUS HENDERSON3+ years Filed as: JANUS Service code 28 | Investment Management | $0 |
JANUS HENDERSON1 year Filed as: JANUS FUNDS Service code 28 · EIN 43-1804048 | Investment Management | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 28 | Investment Management | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP Service code 28 · EIN 23-1945930 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $93,547 | $63,299+47.8% | $91,001+2.8% | $62,292+50.2% |
| Participation rate | 60.0% | 73.3%-13.3pp | 75.6%-15.6pp | 69.5%-9.5pp |
| Annual return | 13.11% | 20.99%-7.9pp | 4.60%+8.5pp | 28.90%-15.8pp |
| Employer contribution / active EE | $98 | $1,807-94.6% | $2,456-96.0% | $2,042-95.2% |
| Participant deferral / active EE | $2,484 | $2,943-15.6% | $3,547-30.0% | $3,169-21.6% |
| Admin fee / account holder | $10 | $468-97.8% | $5,417-99.8% | $479-97.9% |