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 | $14,975 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $0 |
Filed as: ALLIANCE Service code 28 | Investment Management | $0 |
AB FUNDS1 year Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 02-0639354 | Investment Management | $0 |
AMERICAN CENTURY1 year Service code 28 · EIN 43-1940464 | Investment Management | $0 |
COLUMBIA1 year Service code 25 · EIN 93-0577450 | Directed Trustee | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLIN Service code 28 · EIN 13-2670991 | Investment Management | $0 |
GOLDMAN SACHS1 year Filed as: GOLDMAN Service code 28 · EIN 13-3575636 | Investment Management | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,580 | $51,244-61.8% | $80,975-75.8% | $55,167-64.5% |
| Participation rate | 85.9% | 71.7%+14.2pp | 75.8%+10.1pp | 69.0%+16.9pp |
| Annual return | 6.61% | 17.39%-10.8pp | 17.10%-10.5pp | 169.23%-162.6pp |
| Employer contribution / active EE | $0 | $1,770-100.0% | $3,714-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $4,445 | $4,418+0.6% | $5,696-22.0% | $3,054+45.5% |
| Admin fee / account holder | $55 | $398-86.3% | $5,516-99.0% | $504-89.2% |