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 INC7+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $1,830 |
INVESCO1 year Service code 28 · EIN 26-4521338 | Investment Management | $0 |
Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
OAKMARK7+ years Service code 28 · EIN 04-3276558 | Investment Management | $0 |
T ROWE PRICE RPS INC4 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD Service code 28 · EIN 23-1945930 | Investment Management | $0 |
RIDGEWORTH2 years Filed as: VIRTUS FUNDS Service code 28 · EIN 95-4191764 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,453 | $61,052+76.0% | $142,863-24.8% | $79,386+35.4% |
| Participation rate | 62.5% | 60.1%+2.4pp | 71.9%-9.4pp | 70.7%-8.2pp |
| Annual return | 15.74% | 16.02%-0.3pp | 5637.54%-5621.8pp | 116.85%-101.1pp |
| Employer contribution / active EE | $0 | $1,481-100.0% | $4,144-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $6,319 | $2,879+119.5% | $3,837+64.7% | $4,046+56.2% |
| Admin fee / account holder | $15 | $659-97.8% | $6,560-99.8% | $626-97.7% |