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 9-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 | $1,217 |
Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
FRANKLIN TEMPLETON1 year Service code 28 · EIN 13-2670991 | Investment Management | $0 |
INVESCO1 year Service code 28 · EIN 26-4521338 | Investment Management | $0 |
Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
PIMCO FUNDS1 year Service code 28 · EIN 33-0629048 | Investment Management | $0 |
Filed as: PRINCIPALFUNDS 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 |
Filed as: PRUDENTIALFUNDS Service code 28 PO BOX 9658 · PROVIDENCE, RI 02940 | Investment Management | $0 |
T ROWE PRICE RPS INC2 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $17,357 | $72,492-76.1% | $87,100-80.1% | $72,985-76.2% |
| Participation rate | 66.3% | 72.8%-6.5pp | 76.9%-10.5pp | 69.5%-3.2pp |
| Annual return | 58.32% | 24.46%+33.9pp | 28.19%+30.1pp | 81.00%-22.7pp |
| Employer contribution / active EE | $123 | $1,894-93.5% | $2,521-95.1% | $2,440-95.0% |
| Participant deferral / active EE | $6,023 | $3,270+84.2% | $4,049+48.8% | $3,607+67.0% |
| Admin fee / account holder | $7 | $5,055-99.9% | $7,497-99.9% | $5,124-99.9% |