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 10-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 INC1 year Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $9,867 |
AMERICAN CENTURY1 year Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 · EIN 20-0623152 | Investment Management | $0 |
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 |
EAGLEASSET1 year Service code 28 · EIN 59-3171014 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS FUNDS Service code 28 · EIN 13-3575636 | Investment Management | $0 |
JANUS HENDERSON1 year Filed as: JANUS FUNDS Service code 28 · EIN 43-1804048 | Investment Management | $0 |
Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
LEGG MASON1 year Service code 28 · EIN 52-1200960 | Investment Management | $0 |
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 | $41,369 | $99,957-58.6% | $149,696-72.4% | $73,488-43.7% |
| Participation rate | 74.3% | 75.7%-1.4pp | 82.5%-8.2pp | 70.7%+3.6pp |
| Annual return | 17.24% | 53.87%-36.6pp | 276.60%-259.4pp | 28.51%-11.3pp |
| Employer contribution / active EE | $2,840 | $3,191-11.0% | $4,644-38.8% | $2,270+25.1% |
| Participant deferral / active EE | $5,946 | $6,073-2.1% | $6,842-13.1% | $3,740+59.0% |
| Admin fee / account holder | $84 | $551-84.8% | $9,309-99.1% | $513-83.7% |