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 | $18,650 |
COLUMBIA3+ years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
COLUMBIA3+ years Filed as: COLUMBIA MANAGEMENT Service code 28 | Investment Management | $0 |
DODGE & COX3+ years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
DWS FUNDS3+ years Filed as: DWS INVESTMENTS Service code 28 · EIN 13-3241232 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
Filed as: FIDELITY FUNDS Service code 28 | Investment Management | $0 |
FRANKLIN TEMPLETON3+ years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
OPPENHEIMER3+ years Filed as: OPPENHEIMER DEVELOPING MKTS Service code 28 · EIN 13-2527171 | Investment Management | $0 |
OPPENHEIMER3+ years Filed as: OPPENHEIMER FUNDS Service code 28 | Investment Management | $0 |
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 | $80,337 | $46,297+73.5% | $71,671+12.1% | $62,292+29.0% |
| Participation rate | 91.8% | 60.6%+31.1pp | 68.7%+23.0pp | 69.5%+22.3pp |
| Annual return | 19.20% | 22.32%-3.1pp | 20.65%-1.4pp | 28.90%-9.7pp |
| Employer contribution / active EE | $2,647 | $1,412+87.5% | $2,460+7.6% | $2,042+29.6% |
| Participant deferral / active EE | $7,272 | $2,235+225.3% | $3,438+111.5% | $3,169+129.5% |
| Admin fee / account holder | $121 | $461-73.7% | $5,558-97.8% | $479-74.7% |