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 INC10+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $52,574 |
INVESCO4 years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
T ROWE PRICE RPS INC7 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
THE VANGUARD GROUP, INC.6 years Filed as: VANGUARD Service code 28 · EIN 23-1945930 | Investment Management | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD GROUP Service code 28 | Investment Management | $0 |
RIDGEWORTH5 years Filed as: VIRTUS FUNDS Service code 28 · EIN 95-4191764 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,207 | $52,406+74.0% | $129,207-29.4% | $74,495+22.4% |
| Participation rate | 76.5% | 53.8%+22.7pp | 69.6%+6.9pp | 67.2%+9.3pp |
| Annual return | 17.82% | 15.66%+2.2pp | 9417.33%-9399.5pp | 1364.94%-1347.1pp |
| Employer contribution / active EE | $1,713 | $1,531+12.0% | $4,153-58.7% | $2,623-34.7% |
| Participant deferral / active EE | $7,665 | $2,794+174.3% | $4,168+83.9% | $4,346+76.4% |
| Admin fee / account holder | $266 | $2,633-89.9% | $7,715-96.6% | $1,942-86.3% |