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 | $74,189 |
DODGE & COX2 years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
T ROWE PRICE RPS INC2 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD GROUP Service code 28 · EIN 23-1945930 | Investment Management | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,342 | $98,727-2.4% | $113,168-14.9% | $85,563+12.6% |
| Participation rate | 91.6% | 80.8%+10.8pp | 76.6%+15.1pp | 66.0%+25.7pp |
| Annual return | 14.30% | 17.43%-3.1pp | 24.27%-10.0pp | 31.51%-17.2pp |
| Employer contribution / active EE | $3,000 | $2,907+3.2% | $2,975+0.8% | $2,654+13.1% |
| Participant deferral / active EE | $4,827 | $5,424-11.0% | $5,107-5.5% | $4,375+10.3% |
| Admin fee / account holder | $177 | $357-50.3% | $12,068-98.5% | $834-78.7% |