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 7-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 INC5 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $19,764 |
COLUMBIA5 years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
OPPENHEIMER3 years Filed as: OPPENHEIMER FUNDS Service code 28 · EIN 13-2527171 | Investment Management | $0 |
PIMCO FUNDS5 years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
T ROWE PRICE RPS INC5 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
TIAA5 years Filed as: TIAA-CREF Service code 28 · EIN 13-1624203 | Investment Management | $0 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD Service code 28 · EIN 23-1945930 | Investment Management | $0 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD GROUP Service code 28 | Investment Management | $0 |
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 | $35,243 | $59,417-40.7% | $93,606-62.3% | $74,495-52.7% |
| Participation rate | 85.1% | 59.7%+25.5pp | 68.7%+16.4pp | 67.2%+17.9pp |
| Annual return | 74.13% | 81.83%-7.7pp | 133.20%-59.1pp | 1364.94%-1290.8pp |
| Employer contribution / active EE | $1,726 | $1,264+36.6% | $2,420-28.7% | $2,623-34.2% |
| Participant deferral / active EE | $2,915 | $3,050-4.4% | $4,411-33.9% | $4,346-32.9% |
| Admin fee / account holder | $112 | $3,021-96.3% | $8,285-98.6% | $1,942-94.2% |