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 INC2 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $500 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
AMERICAN FUNDS2 years Service code 15 · EIN 95-1411037 | Recordkeeping | $0 |
DODGE & COX2 years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
HARBOR2 years Filed as: HARBOR CAPITAL Service code 28 · EIN 04-2679462 | Investment Management | $0 |
LORD ABBETT2 years Service code 28 · EIN 13-3731507 | Investment Management | $0 |
PIMCO FUNDS2 years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
T ROWE PRICE RPS INC2 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
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 | $32,726 | $49,227-33.5% | $70,449-53.5% | $79,858-59.0% |
| Participation rate | 84.3% | 69.2%+15.1pp | 75.1%+9.3pp | 69.6%+14.7pp |
| Annual return | 10.17% | 30.06%-19.9pp | 109.03%-98.9pp | 31.71%-21.5pp |
| Employer contribution / active EE | $1,280 | $2,099-39.0% | $2,737-53.2% | $2,471-48.2% |
| Participant deferral / active EE | $3,819 | $2,768+38.0% | $3,709+3.0% | $3,740+2.1% |
| Admin fee / account holder | $29 | $2,878-99.0% | $3,845-99.2% | $5,306-99.5% |