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 INC1 year Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $29,719 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
AMERICAN FUNDS1 year Service code 28 · EIN 95-1411037 | Investment Management | $0 |
COHEN & STEERS1 year Filed as: COHEN & STEERS FUNDS Service code 28 · EIN 14-1904657 | Investment Management | $0 |
Filed as: FIDELITY FUNDS Service code 28 · EIN 04-2647786 | Investment Management | $0 |
FRANKLIN TEMPLETON1 year Service code 28 · EIN 13-2670991 | Investment Management | $0 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS FUNDS Service code 28 · EIN 13-3575636 | Investment Management | $0 |
LEGG MASON1 year Filed as: LEGG MASON FUNDS Service code 28 · EIN 52-1200960 | Investment Management | $0 |
Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
PIMCO FUNDS1 year Service code 28 · EIN 33-0629048 | Investment Management | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,444 | $39,948-73.9% | $89,391-88.3% | $73,409-85.8% |
| Participation rate | 90.4% | 50.4%+40.0pp | 68.0%+22.4pp | 72.2%+18.2pp |
| Annual return | 20.08% | 50.12%-30.0pp | 245.62%-225.5pp | 59.29%-39.2pp |
| Employer contribution / active EE | $748 | $1,200-37.6% | $2,586-71.1% | $2,234-66.5% |
| Participant deferral / active EE | $1,294 | $2,193-41.0% | $3,890-66.7% | $3,805-66.0% |
| Admin fee / account holder | $45 | $134-66.6% | $4,881-99.1% | $158-71.6% |