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 INC4 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $13,812 |
Filed as: ALL SPRING GLOBAL Service code 28 525 MARKET STREET 10TH FLOOR · SAN FRANCISCO, CA 94105 | Investment Management | $0 |
AMERICAN FUNDS4 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
JANUS HENDERSON4 years Filed as: JANUS FUNDS Service code 28 · EIN 43-1804048 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Filed as: PRUDENTIAL FUNDS Service code 28 P.O. BOX 534432 · PITTSBURGH, PA 152534432 | Investment Management | $0 |
T ROWE PRICE RPS INC4 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $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 | $17,823 | $57,651-69.1% | $112,229-84.1% | $71,457-75.1% |
| Participation rate | 97.1% | 58.9%+38.1pp | 72.4%+24.7pp | 67.9%+29.2pp |
| Annual return | 23.04% | 18.32%+4.7pp | 30.20%-7.2pp | 28.85%-5.8pp |
| Employer contribution / active EE | $2,721 | $1,913+42.2% | $3,430-20.7% | $2,588+5.2% |
| Participant deferral / active EE | $3,961 | $2,863+38.4% | $4,798-17.4% | $4,289-7.6% |
| Admin fee / account holder | $86 | $1,581-94.6% | $7,748-98.9% | $1,587-94.6% |