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 INC6 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $22,523 |
Filed as: ALL SPRING GLOBAL Service code 28 525 MARKET STREET 10TH FLOOR · SAN FRANCISCO, CA 94105 | Investment Management | $0 |
AMERICAN CENTURY1 year Service code 28 · EIN 20-0623152 | Investment Management | $0 |
AMERICAN FUNDS6 years 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 HENDERSON FUNDS Service code 28 · EIN 75-3019302 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
PIMCO FUNDS1 year Service code 28 · EIN 33-0629048 | Investment Management | $0 |
Filed as: PRUDENTIAL FUNDS Service code 28 P.O. BOX 534432 · PITTSBURGH, PA 152534432 | Investment Management | $0 |
Filed as: PUTNAM FUNDS Service code 28 · EIN 36-4488942 | 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,421 | $68,914-63.1% | $136,749-81.4% | $74,304-65.8% |
| Participation rate | 95.3% | 51.3%+43.9pp | 72.1%+23.2pp | 60.3%+34.9pp |
| Annual return | 19.85% | 16.34%+3.5pp | 24.33%-4.5pp | 29.43%-9.6pp |
| Employer contribution / active EE | $2,803 | $1,561+79.5% | $3,400-17.6% | $2,241+25.1% |
| Participant deferral / active EE | $4,371 | $2,541+72.0% | $4,692-6.8% | $3,767+16.0% |
| Admin fee / account holder | $114 | $3,149-96.4% | $11,386-99.0% | $2,969-96.1% |