See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC6 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $33,906 |
Filed as: AM BEACON FUNDS Service code 28 · EIN 95-1411037 | Investment Management | $0 |
AMERICAN CENTURY7 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 · EIN 20-0623152 | Investment Management | $0 |
AMERICAN FUNDS9 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
BLACKROCK7 years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
GOLDMAN SACHS7 years Filed as: GOLDMAN SACHS FUNDS Service code 28 · EIN 13-3575636 | Investment Management | $0 |
INVESCO9 years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
MET WEST FUNDS7 years Service code 28 · EIN 95-4597302 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT7 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,879 | $79,171-37.0% | $102,423-51.3% | $74,495-33.0% |
| Participation rate | 88.7% | 74.8%+13.9pp | 76.5%+12.2pp | 67.2%+21.5pp |
| Annual return | 14.93% | 54.93%-40.0pp | 29.32%-14.4pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $1,638 | $2,362-30.6% | $3,023-45.8% | $2,623-37.5% |
| Participant deferral / active EE | $5,062 | $4,415+14.7% | $5,053+0.2% | $4,346+16.5% |
| Admin fee / account holder | $128 | $2,001-93.6% | $9,451-98.6% | $1,942-93.4% |