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 INC6 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $5,269 |
AMERICAN REALTY ADVISORS6 years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
AMERICAN FUNDS6 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS4 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
DODGE & COX6 years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
HARBOR6 years Filed as: HARBOR CAPITAL Service code 28 · EIN 04-2679462 | Investment Management | $0 |
LORD ABBETT6 years Service code 28 · EIN 13-3731507 | Investment Management | $0 |
PIMCO FUNDS6 years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
T ROWE PRICE RPS INC6 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 | $60,246 | $48,230+24.9% | $67,502-10.8% | $80,856-25.5% |
| Participation rate | 86.7% | 66.4%+20.3pp | 72.9%+13.8pp | 67.6%+19.0pp |
| Annual return | 26.53% | 18.28%+8.3pp | 3512.12%-3485.6pp | 35.59%-9.1pp |
| Employer contribution / active EE | $1,579 | $2,020-21.8% | $2,731-42.2% | $2,755-42.7% |
| Participant deferral / active EE | $4,714 | $2,924+61.2% | $4,000+17.9% | $4,296+9.7% |
| Admin fee / account holder | $56 | $3,681-98.5% | $3,998-98.6% | $6,918-99.2% |