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 INC3+ years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $1,000 |
COLUMBIA3+ years Filed as: COLUMBIA MANAGEMENT GROUP Service code 28 · EIN 93-0577450 | Investment Management | $0 |
OPPENHEIMER3+ years Service code 28 · EIN 13-2527171 | Investment Management | $0 |
PIMCO FUNDS3+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $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 | $123,806 | $82,523+50.0% | $115,752+7.0% | $70,131+76.5% |
| Participation rate | 95.9% | 74.0%+21.9pp | 77.8%+18.2pp | 69.5%+26.4pp |
| Annual return | 18.80% | 28.22%-9.4pp | 19.41%-0.6pp | 73.14%-54.3pp |
| Employer contribution / active EE | $3,737 | $2,758+35.5% | $3,492+7.0% | $2,342+59.6% |
| Participant deferral / active EE | $7,432 | $4,062+83.0% | $5,204+42.8% | $3,332+123.1% |
| Admin fee / account holder | $7 | $4,552-99.8% | $6,278-99.9% | $4,645-99.8% |