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 |
|---|---|---|
COUNTRY TRUST BANK2 years Service code 15 1705 TOWANDA AVE · BLOOMINGTON, IL 61701 | Recordkeeping | $43,881 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH & MGMT COMPANY Service code 52 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Indirect Investment Fees | $0 |
DODGE & COX2 years Service code 52 555 CALIFORNIA ST · SAN FRANCISCO, CA 94104 | Indirect Investment Fees | $0 |
FEDERATED2 years Filed as: FEDERATED INVESTORS INC Service code 52 1001 LIBERTY AVENUE · PITTSBURGH, PA 15222 | Indirect Investment Fees | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH CO Service code 52 3805 EDWARDS RD · CINCINNATI, OH 45209 | Indirect Investment Fees | $0 |
Service code 52 345 PARK AVENUE · NEW YORK, NY 10017 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC2 years Filed as: T ROWE PRICE ASSOCIATES INC Service code 52 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP INC Service code 52 PO BOX 2900 · VALLEY FORGE, PA 19482 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,874 | $56,485-48.9% | $185,823-84.5% | $86,799-66.7% |
| Participation rate | 43.7% | 65.5%-21.8pp | 81.7%-38.0pp | 72.3%-28.6pp |
| Annual return | 15.01% | 118.04%-103.0pp | 122.05%-107.0pp | 97.91%-82.9pp |
| Employer contribution / active EE | $1,037 | $1,843-43.7% | $5,167-79.9% | $2,405-56.9% |
| Participant deferral / active EE | $1,623 | $2,553-36.4% | $5,568-70.9% | $4,131-60.7% |
| Admin fee / account holder | $215 | $150+43.8% | $16,237-98.7% | $170+26.9% |