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 | $1,300 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
MET WEST FUNDS1 year Service code 28 · EIN 95-4597302 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,404 | $84,487-41.5% | $125,339-60.6% | $66,914-26.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -15.94% | -8.39%-7.6pp | 572.05%-588.0pp | 1.58%-17.5pp |
| Employer contribution / active EE | $6,735 | $3,553+89.6% | $4,814+39.9% | $2,544+164.7% |
| Participant deferral / active EE | $8,111 | $6,781+19.6% | $7,446+8.9% | $4,237+91.4% |
| Admin fee / account holder | $8 | $685-98.8% | $10,010-99.9% | $593-98.6% |