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 INC3+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $2,850 |
Filed as: AMER CENTURY FUNDS Service code 28 | Investment Management | $0 |
AMERICAN CENTURY2+ years Service code 28 · EIN 20-0623152 | Investment Management | $0 |
ARTISAN PARTNERS3+ years Service code 28 · EIN 30-0551775 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
Filed as: FIDELITY FUNDS Service code 28 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT2+ years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
OPPENHEIMER3+ years Service code 28 · EIN 13-2527171 | Investment Management | $0 |
T ROWE PRICE RPS INC2+ years Filed as: T ROWE PRICE Service code 15 | Recordkeeping | $0 |
T ROWE PRICE RPS INC3+ years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $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 | $56,430 | $63,299-10.9% | $91,001-38.0% | $62,292-9.4% |
| Participation rate | 96.6% | 73.3%+23.3pp | 75.6%+21.0pp | 69.5%+27.1pp |
| Annual return | 20.20% | 20.99%-0.8pp | 4.60%+15.6pp | 28.90%-8.7pp |
| Employer contribution / active EE | $1,270 | $1,807-29.7% | $2,456-48.3% | $2,042-37.8% |
| Participant deferral / active EE | $7,688 | $2,943+161.3% | $3,547+116.7% | $3,169+142.6% |
| Admin fee / account holder | $11 | $468-97.7% | $5,417-99.8% | $479-97.8% |