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 CENTURY4 years Filed as: AMERICAN CENTURY INVESTMENT INC Service code 28 · EIN 44-6006315 | Investment Management | $0 |
AMERICAN CENTURY4 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 | Investment Management | $0 |
CHARLES SCHWAB & CO., INC.4 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 SACHS3 years Filed as: GOLDMAN SACHS ASSET LP Service code 28 · EIN 13-4019460 | Investment Management | $0 |
GOLDMAN SACHS3 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT LP Service code 28 | Investment Management | $0 |
T ROWE PRICE RPS INC4 years Filed as: T ROWE PRICE ASSOCIATES INC Service code 28 | Investment Management | $0 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-2264646 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,883 | $102,553-60.1% | $151,611-73.0% | $66,914-38.9% |
| Participation rate | 93.9% | 85.5%+8.4pp | 87.5%+6.4pp | 69.8%+24.1pp |
| Annual return | -15.53% | -10.82%-4.7pp | 3.33%-18.9pp | 1.58%-17.1pp |
| Employer contribution / active EE | $2,437 | $4,180-41.7% | $6,166-60.5% | $2,544-4.2% |
| Participant deferral / active EE | $5,314 | $6,641-20.0% | $8,363-36.5% | $4,237+25.4% |
| Admin fee / account holder | $0 | $630-100.0% | $11,616-100.0% | $593-100.0% |