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 INC5 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $4,248 |
AMERICAN REALTY ADVISORS5 years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
AMERICAN FUNDS5 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS3 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
DODGE & COX5 years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
HARBOR5 years Filed as: HARBOR CAPITAL Service code 28 · EIN 04-2679462 | Investment Management | $0 |
LORD ABBETT5 years Service code 28 · EIN 13-3731507 | Investment Management | $0 |
PIMCO FUNDS5 years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
T ROWE PRICE RPS INC5 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,711 | $46,553-16.8% | $64,056-39.6% | $75,163-48.5% |
| Participation rate | 89.8% | 65.9%+23.9pp | 72.3%+17.5pp | 67.2%+22.6pp |
| Annual return | 15.68% | 26.03%-10.4pp | 33.69%-18.0pp | 160.62%-144.9pp |
| Employer contribution / active EE | $2,291 | $1,974+16.1% | $2,747-16.6% | $2,670-14.2% |
| Participant deferral / active EE | $4,457 | $2,837+57.1% | $3,880+14.9% | $4,125+8.0% |
| Admin fee / account holder | $37 | $2,952-98.7% | $3,068-98.8% | $5,651-99.3% |