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 INC5+ years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $3,566 |
ARTISAN PARTNERS1 year Filed as: ARTISAN FUNDS Service code 28 · EIN 30-0551775 | Investment Management | $0 |
COHEN & STEERS1 year Filed as: COHEN & STEERS FUNDS Service code 30 · EIN 14-1904657 | Shareholder servicing fees; Employee ... | $0 |
PIMCO FUNDS1 year Service code 28 · EIN 33-0629048 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,989 | $99,957-43.0% | $149,696-61.9% | $73,488-22.5% |
| Participation rate | 68.9% | 75.7%-6.8pp | 82.5%-13.5pp | 70.7%-1.7pp |
| Annual return | 20.60% | 53.87%-33.3pp | 276.60%-256.0pp | 28.51%-7.9pp |
| Employer contribution / active EE | $2,930 | $3,191-8.2% | $4,644-36.9% | $2,270+29.1% |
| Participant deferral / active EE | $5,364 | $6,073-11.7% | $6,842-21.6% | $3,740+43.4% |
| Admin fee / account holder | $27 | $551-95.2% | $9,309-99.7% | $513-94.8% |