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 7-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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $28,330 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
OPPENHEIMER2 years Service code 52 · EIN 22-3849391 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-0791372 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $130,473 | $62,586+108.5% | $76,768+70.0% | $64,186+103.3% |
| Participation rate | 98.7% | 72.8%+25.9pp | 77.0%+21.8pp | 69.6%+29.1pp |
| Annual return | -1.28% | -1.95%+0.7pp | 2.43%-3.7pp | 7.63%-8.9pp |
| Employer contribution / active EE | $8,259 | $1,832+350.8% | $2,485+232.3% | $2,381+246.9% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $298 | $4,667-93.6% | $6,675-95.5% | $4,888-93.9% |