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 5-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 INC3+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $2,810 |
Filed as: ALLIANCE GLOBAL FUNDS Service code 28 · EIN 13-3191825 | Investment Management | $0 |
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
AMERICAN CENTURY3+ years Service code 28 · EIN 20-0623152 | Investment Management | $0 |
AMERICAN FUNDS3+ years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
COHEN & STEERS3+ years Filed as: COHEN & STEERS FUNDS Service code 28 · EIN 14-1904657 | Investment Management | $0 |
EAGLEASSET3+ years Service code 28 · EIN 59-3171014 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
LOOMIS SAYLES3+ years Filed as: LOOMIS - SAYLES - NATIXIS - HANSBER Service code 28 · EIN 04-3200030 | Investment Management | $0 |
MET WEST FUNDS3+ years Service code 28 · EIN 95-4597302 | Investment Management | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,208 | $51,197-56.6% | $82,719-73.2% | $66,914-66.8% |
| Participation rate | 96.0% | 67.8%+28.2pp | 72.6%+23.4pp | 69.8%+26.2pp |
| Annual return | -15.17% | -9.64%-5.5pp | 701.18%-716.3pp | 1.58%-16.8pp |
| Employer contribution / active EE | $1,750 | $2,611-33.0% | $3,009-41.8% | $2,544-31.2% |
| Participant deferral / active EE | $3,117 | $3,458-9.9% | $4,395-29.1% | $4,237-26.4% |
| Admin fee / account holder | $19 | $416-95.4% | $5,329-99.6% | $593-96.8% |