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 6-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 INC2 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $2,273 |
AB FUNDS2 years Filed as: AB LARGE CAP Service code 15 711 HIGH STREET · DES MOINES, IA 503920001 | Recordkeeping | $0 |
AB FUNDS2 years Filed as: ALLIANCE BERNSTEIN FUNDS Service code 28 | Investment Management | $0 |
ALLSPRING2 years Service code 15 1415 VANTAGE PARK DR · CHARLOTTE, NC 28203 | Recordkeeping | $0 |
ALLSPRING2 years Filed as: ALLSPRING FUNDS Service code 28 | Investment Management | $0 |
AB FUNDS2 years Filed as: AM FUNDS Service code 28 | Investment Management | $0 |
AMERICAN FUNDS2 years Service code 15 · EIN 95-1411037 | Recordkeeping | $0 |
BLACKROCK2 years Service code 15 · EIN 04-6171663 | Recordkeeping | $0 |
BLACKROCK2 years Filed as: BLACKROCK FUNDS Service code 28 | Investment Management | $0 |
Filed as: CARILLON SCOUT Service code 15 450 CARILLON PKY · SAINT PETERSBURG, FL 33716 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,960 | $62,409-48.8% | $120,368-73.4% | $74,546-57.1% |
| Participation rate | 99.1% | 56.8%+42.3pp | 71.9%+27.2pp | 67.2%+31.9pp |
| Annual return | 24.36% | 18.62%+5.7pp | 107.26%-82.9pp | 1366.03%-1341.7pp |
| Employer contribution / active EE | $7,739 | $1,847+319.1% | $3,465+123.4% | $2,624+194.9% |
| Participant deferral / active EE | $13,500 | $2,888+367.4% | $4,991+170.5% | $4,347+210.5% |
| Admin fee / account holder | $8 | $2,394-99.7% | $9,429-99.9% | $1,944-99.6% |