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 10-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 INC6 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $39,162 |
AB FUNDS1 year Filed as: ALLIANCE BERNSTEIN FUNDS Service code 28 501 COMMERCE STREET · NASHVILLE, TN 37203 | Investment Management | $0 |
ALLSPRING1 year Filed as: ALLSPRING GLOBAL FUNDS Service code 28 525 MARKET STREET · SAN FRANCISCO, CA 94105 | Investment Management | $0 |
AMERICAN CENTURY1 year Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 P.O. BOX 419200 · KANSAS CITY, MO 64141 | Investment Management | $0 |
AMERICAN FUNDS6 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
BLACKROCK6 years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
DWS FUNDS6 years Filed as: DWS INVESTMENTS Service code 28 | Investment Management | $0 |
DWS FUNDS5 years Filed as: DWS INVESTMENTS FUNDS Service code 28 · EIN 13-3241232 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
JANUS HENDERSON4 years Filed as: JANUS FUNDS Service code 28 · EIN 43-1804048 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,814 | $106,028-51.1% | $146,958-64.7% | $77,643-33.3% |
| Participation rate | 99.3% | 78.4%+20.9pp | 82.2%+17.1pp | 70.6%+28.7pp |
| Annual return | 14.02% | 56.73%-42.7pp | 418.34%-404.3pp | 31.24%-17.2pp |
| Employer contribution / active EE | $2,247 | $4,063-44.7% | $4,933-54.4% | $2,726-17.6% |
| Participant deferral / active EE | $5,708 | $7,990-28.6% | $8,070-29.3% | $4,647+22.8% |
| Admin fee / account holder | $122 | $337-63.8% | $12,998-99.1% | $430-71.6% |