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 |
|---|---|---|
AMERICAN CENTURY3 years Filed as: AMERICAN CENTURY INVESTMENT INC Service code 28 · EIN 44-6006315 | Investment Management | $0 |
AMERICAN CENTURY3 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 | Investment Management | $0 |
CHARLES SCHWAB & CO., INC.3 years Service code 19 | Securities Custodian | $0 |
Filed as: FIDELITY & RESEARCH COMPANY Service code 28 · EIN 06-1194217 | Investment Management | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH COMP Service code 28 | Investment Management | $0 |
GOLDMAN SACHS2 years Filed as: GOLDMAN SACHS ASSET LP Service code 28 · EIN 13-4019460 | Investment Management | $0 |
GOLDMAN SACHS2 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT LP Service code 28 | Investment Management | $0 |
T ROWE PRICE RPS INC3 years Filed as: T ROWE PRICE ASSOCIATES INC Service code 28 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-2264646 | Investment Management | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,996 | $121,341-62.9% | $189,513-76.3% | $79,386-43.3% |
| Participation rate | 98.2% | 86.1%+12.1pp | 87.8%+10.4pp | 70.7%+27.5pp |
| Annual return | 15.13% | 21.08%-6.0pp | 555.15%-540.0pp | 116.85%-101.7pp |
| Employer contribution / active EE | $2,304 | $3,915-41.2% | $6,162-62.6% | $2,427-5.1% |
| Participant deferral / active EE | $4,764 | $6,395-25.5% | $8,221-42.1% | $4,046+17.8% |
| Admin fee / account holder | $0 | $651-100.0% | $12,045-100.0% | $626-100.0% |