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 INC6 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $12,935 |
AMERICAN FUNDS6 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
PIMCO FUNDS6 years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
T ROWE PRICE RPS INC6 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $72,432 | $53,053+36.5% | $126,539-42.8% | $74,304-2.5% |
| Participation rate | 54.7% | 48.0%+6.7pp | 69.8%-15.1pp | 60.3%-5.6pp |
| Annual return | 15.59% | 29.46%-13.9pp | 425.95%-410.4pp | 29.43%-13.8pp |
| Employer contribution / active EE | $1,134 | $1,168-2.9% | $3,674-69.1% | $2,241-49.4% |
| Participant deferral / active EE | $3,287 | $2,303+42.7% | $4,083-19.5% | $3,767-12.8% |
| Admin fee / account holder | $117 | $3,698-96.8% | $6,065-98.1% | $2,969-96.1% |