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 | $5,940 |
ALLSPRING1 year Service code 28 | Investment Management | $0 |
ALLSPRING1 year Filed as: ALLSPRING GLOBAL Service code 28 1415 VANTAGE PARK DR · CHARLOTTE, NC 28203 | Investment Management | $0 |
AMERICAN CENTURY1 year Service code 28 · EIN 20-0623152 | Investment Management | $0 |
ARTISAN PARTNERS1 year Filed as: ARTISAN Service code 28 | Investment Management | $0 |
ARTISAN PARTNERS1 year Filed as: ARTISAN FUNDS Service code 28 · EIN 30-0551775 | Investment Management | $0 |
COLUMBIA1 year Service code 28 · EIN 93-0577450 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
FRANKLIN TEMPLETON1 year Service code 28 · EIN 13-2670991 | Investment Management | $0 |
HARBOR1 year Filed as: HARBOR FUNDS Service code 28 · EIN 04-2679462 | Investment Management | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,814 | $62,327-63.4% | $120,354-81.0% | $74,495-69.4% |
| Participation rate | 90.2% | 56.8%+33.4pp | 71.9%+18.3pp | 67.2%+23.0pp |
| Annual return | 14.50% | 18.61%-4.1pp | 107.15%-92.6pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $1,238 | $1,843-32.8% | $3,463-64.2% | $2,623-52.8% |
| Participant deferral / active EE | $2,312 | $2,893-20.1% | $4,991-53.7% | $4,346-46.8% |
| Admin fee / account holder | $44 | $2,396-98.2% | $9,423-99.5% | $1,942-97.7% |