See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $34,579 |
Service code 28 · EIN 71-0294708 | Investment Management | $2,360 |
AMERICAN FUNDS1 year Service code 28 · EIN 95-1411037 | Investment Management | $0 |
BLACKROCK1 year Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
COLUMBIA1 year Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
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 |
Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
DELAWARE INVESTMENTS1 year Filed as: MACQUARIE MID CAP GROWTH R6 Service code 28 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Investment Management | $0 |
PIMCO FUNDS1 year Service code 28 · EIN 33-0629048 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,936 | $79,013-55.8% | $100,391-65.2% | $74,495-53.1% |
| Participation rate | 79.0% | 79.5%-0.5pp | 81.5%-2.5pp | 67.2%+11.8pp |
| Annual return | 10.36% | 20.41%-10.0pp | 49.20%-38.8pp | 1364.94%-1354.6pp |
| Employer contribution / active EE | $1,054 | $3,021-65.1% | $3,942-73.3% | $2,623-59.8% |
| Participant deferral / active EE | $6,669 | $7,760-14.1% | $8,082-17.5% | $4,346+53.5% |
| Admin fee / account holder | $172 | $1,320-87.0% | $7,899-97.8% | $1,942-91.2% |