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 INC1 year Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $1,450 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
AMERICAN FUNDS1 year Service code 28 · EIN 95-1411037 | Investment Management | $0 |
DODGE & COX1 year Service code 28 · EIN 94-1441976 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
HARBOR1 year Filed as: HARBOR CAPITAL Service code 28 · EIN 04-2679462 | Investment Management | $0 |
LORD ABBETT1 year Service code 28 · EIN 13-3731507 | Investment Management | $0 |
PIMCO FUNDS1 year Service code 28 · EIN 33-0629048 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,891 | $45,073-38.1% | $69,455-59.8% | $72,985-61.8% |
| Participation rate | 84.0% | 68.5%+15.5pp | 74.6%+9.4pp | 69.5%+14.5pp |
| Annual return | 8.48% | 22.65%-14.2pp | 28.97%-20.5pp | 81.00%-72.5pp |
| Employer contribution / active EE | $924 | $2,054-55.0% | $2,779-66.7% | $2,440-62.1% |
| Participant deferral / active EE | $3,752 | $2,602+44.2% | $3,535+6.1% | $3,607+4.0% |
| Admin fee / account holder | $13 | $3,056-99.6% | $3,839-99.7% | $5,124-99.7% |