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 5-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 INC3 years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $93,701 |
BLACKROCK2 years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS3 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
LEGG MASON3 years Service code 28 · EIN 52-1200960 | Investment Management | $0 |
NEUBERGER BERMAN3 years Service code 28 · EIN 13-5521910 | Investment Management | $0 |
PIONEER3 years Service code 28 · EIN 13-5657669 | Investment Management | $0 |
Filed as: PRINCIPAL FUNDS Service code 28 PO BOX 219971 · KANSAS CITY, MO 64121 | Investment Management | $0 |
Filed as: PRUDENTIAL JENNISON Service code 28 · EIN 22-3703799 | Investment Management | $0 |
STATE STREET GLOBAL ADVISORS3 years Service code 28 · EIN 90-0337987 | Investment Management | $0 |
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 | $45,164 | $72,994-38.1% | $120,354-62.5% | $77,643-41.8% |
| Participation rate | 97.0% | 55.2%+41.7pp | 71.9%+25.1pp | 70.6%+26.4pp |
| Annual return | 17.09% | 18.23%-1.1pp | 107.15%-90.1pp | 31.24%-14.1pp |
| Employer contribution / active EE | $4,029 | $1,793+124.7% | $3,463+16.4% | $2,726+47.8% |
| Participant deferral / active EE | $7,935 | $3,011+163.6% | $4,991+59.0% | $4,647+70.8% |
| Admin fee / account holder | $194 | $658-70.5% | $9,423-97.9% | $430-54.8% |