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 7-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 | $5,596 |
AMERICAN FUNDS1 year Service code 28 · EIN 95-1411037 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
JANUS HENDERSON1 year Filed as: JANUS FUNDS Service code 28 · EIN 43-1804048 | Investment Management | $0 |
Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Filed as: PRUDENTIAL JENNISON Service code 28 · EIN 22-3703799 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO FUNDS TRUST Service code 28 · EIN 41-0449260 | Investment Management | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,756 | $59,328-85.2% | $118,925-92.6% | $73,488-88.1% |
| Participation rate | 90.9% | 62.3%+28.6pp | 75.4%+15.5pp | 70.7%+20.2pp |
| Annual return | 39.79% | 19.13%+20.7pp | 35.88%+3.9pp | 28.51%+11.3pp |
| Employer contribution / active EE | $2,012 | $1,803+11.6% | $3,263-38.3% | $2,270-11.4% |
| Participant deferral / active EE | $2,923 | $2,604+12.2% | $4,265-31.5% | $3,740-21.8% |
| Admin fee / account holder | $50 | $600-91.6% | $6,581-99.2% | $513-90.2% |