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 | $36,758 |
AMERICAN FUNDS1 year Service code 28 · EIN 95-1411037 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
HARBOR1 year Filed as: HARBOR CAPITAL Service code 28 · EIN 04-2679462 | Investment Management | $0 |
Filed as: JOHN HANCOCK FUNDS Service code 28 · EIN 04-3483032 | Investment Management | $0 |
LOOMIS SAYLES1 year Filed as: LOOMIS - SAYLES - NATIXIS - HANSBER Service code 28 · EIN 04-3200030 | Investment Management | $0 |
Filed as: MASS MUTUAL FUNDS Service code 28 1295 STATE STREET · SPRINGFIELD, MA 01111 | Investment Management | $0 |
MET WEST FUNDS1 year Service code 28 865 SOUTH FIGUEROA STREET · LOS ANGELES, CA 90017 | Investment Management | $0 |
Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,027 | $89,652-64.3% | $141,162-77.3% | $65,185-50.9% |
| Participation rate | 65.8% | 74.7%-8.9pp | 82.5%-16.7pp | 70.2%-4.4pp |
| Annual return | 23.08% | 32.79%-9.7pp | 71.39%-48.3pp | 29.38%-6.3pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,026 | $5,691-82.0% | $6,709-84.7% | $3,514-70.8% |
| Admin fee / account holder | $173 | $569-69.6% | $10,261-98.3% | $847-79.6% |