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 INC1+ years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $650 |
ARTISAN PARTNERS1+ years Service code 28 · EIN 30-0551775 | Investment Management | $0 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,044 | $75,183-1.5% | $123,892-40.2% | $55,167+34.2% |
| Participation rate | 21.1% | 72.8%-51.7pp | 81.4%-60.3pp | 69.0%-47.9pp |
| Annual return | 9.09% | 19.01%-9.9pp | 47.52%-38.4pp | 169.23%-160.1pp |
| Employer contribution / active EE | $2,450 | $2,823-13.2% | $4,617-46.9% | $1,963+24.8% |
| Participant deferral / active EE | $1,812 | $5,084-64.4% | $5,984-69.7% | $3,054-40.7% |
| Admin fee / account holder | $10 | $663-98.5% | $8,357-99.9% | $504-98.0% |