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 8-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 INC1 year Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $25,294 |
AMERICAN CENTURY1 year Service code 28 · EIN 20-0623152 | Investment Management | $0 |
AMERICAN FUNDS1 year Service code 28 · EIN 95-1411037 | Investment Management | $0 |
Filed as: BNYMELLON Service code 28 · EIN 13-5673135 | Investment Management | $0 |
COHEN & STEERS1 year Service code 28 · EIN 14-1904657 | Investment Management | $0 |
Filed as: DFA Service code 28 511 HAY ST · NORTH CAROLINA, NC 27030 | Investment Management | $0 |
EATON VANCE1 year Service code 28 · EIN 04-2718215 | Investment Management | $0 |
FEDERATED1 year Filed as: FEDERATED INVESTORS Service code 28 · EIN 25-1111467 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
THE HARTFORD1 year Filed as: HARTFORD FUNDS Service code 28 · EIN 13-3317783 | Investment Management | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,698 | $79,171-24.6% | $102,423-41.7% | $74,495-19.9% |
| Participation rate | 96.6% | 74.8%+21.8pp | 76.5%+20.1pp | 67.2%+29.4pp |
| Annual return | 16.00% | 54.93%-38.9pp | 29.32%-13.3pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $3,858 | $2,362+63.3% | $3,023+27.6% | $2,623+47.1% |
| Participant deferral / active EE | $9,327 | $4,415+111.2% | $5,053+84.6% | $4,346+114.6% |
| Admin fee / account holder | $166 | $2,001-91.7% | $9,451-98.2% | $1,942-91.4% |