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+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $1,250 |
Filed as: FIDELITY Service code 25 · EIN 04-2647786 | Directed Trustee | $0 |
OAKMARK1+ years Service code 25 · EIN 04-3276558 | Directed Trustee | $0 |
OAKMARK1+ years Filed as: OAKMARK FUNDS Service code 28 | Investment Management | $0 |
OPPENHEIMER1+ years Service code 25 · EIN 13-2527171 | Directed Trustee | $0 |
OPPENHEIMER1+ years Filed as: OPPENHEIMER FUNDS Service code 28 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $61,697 | $37,134+66.1% | $100,671-38.7% | $52,331+17.9% |
| Participation rate | 65.8% | 57.7%+8.1pp | 70.7%-4.9pp | 68.1%-2.3pp |
| Annual return | 4.32% | 0.10%+4.2pp | 20.43%-16.1pp | 4.54%-0.2pp |
| Employer contribution / active EE | $0 | $1,187-100.0% | $4,012-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $4,680 | $2,163+116.4% | $3,144+48.9% | $3,022+54.9% |
| Admin fee / account holder | $14 | $467-97.0% | $4,850-99.7% | $592-97.6% |