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 INC9+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $1,680 |
INVESCO3 years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
T ROWE PRICE RPS INC6 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD Service code 28 · EIN 23-1945930 | Investment Management | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP Service code 28 | Investment Management | $0 |
RIDGEWORTH4 years Filed as: VIRTUS FUNDS Service code 28 · EIN 95-4191764 | Investment Management | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,614 | $48,335+70.9% | $121,098-31.8% | $71,457+15.6% |
| Participation rate | 70.0% | 54.3%+15.7pp | 69.5%+0.5pp | 67.9%+2.1pp |
| Annual return | 24.77% | 23.32%+1.5pp | 985.75%-961.0pp | 28.85%-4.1pp |
| Employer contribution / active EE | $1,585 | $1,489+6.5% | $4,164-61.9% | $2,588-38.7% |
| Participant deferral / active EE | $6,711 | $2,754+143.7% | $4,080+64.5% | $4,289+56.5% |
| Admin fee / account holder | $26 | $1,841-98.6% | $5,644-99.5% | $1,587-98.3% |