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 INC8 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $83,969 |
ALLIANZ GLOBAL INVESTORS8 years Filed as: ALLIANZ Service code 28 · EIN 02-0639354 | Investment Management | $0 |
ALLSPRING2 years Filed as: ALLSPRING GLOBAL Service code 28 · EIN 41-0449260 | Investment Management | $0 |
AMERICAN FUNDS6 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS6 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 59-3171014 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
JANUS HENDERSON8 years Filed as: JANUS FUNDS Service code 28 · EIN 43-1804048 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
LEGG MASON6 years Service code 28 · EIN 52-1200960 | Investment Management | $0 |
T ROWE PRICE RPS INC8 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,706 | $102,204-86.6% | $145,661-90.6% | $85,563-84.0% |
| Participation rate | 86.0% | 70.6%+15.4pp | 77.2%+8.8pp | 66.0%+20.0pp |
| Annual return | 18.81% | 16.68%+2.1pp | 101.46%-82.6pp | 31.51%-12.7pp |
| Employer contribution / active EE | $0 | $3,600-100.0% | $4,238-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $2,576 | $5,729-55.0% | $7,198-64.2% | $4,375-41.1% |
| Admin fee / account holder | $89 | $647-86.3% | $12,466-99.3% | $834-89.4% |