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 INC4 years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $1,340 |
SS&C P INV20250630-1034-18975-A1 year Service code 28 30 BRAINTREE HILL PARK · BRAINTREE, MA 021848747 | Investment Management | $1,064 |
SS&C P INV20250930-1034-18975-A1 year Service code 28 30 BRAINTREE HILL PARK · BRAINTREE, MA 021848747 | Investment Management | $1,056 |
AMERICAN FUNDS4 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS4 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
LORD ABBETT4 years Service code 28 · EIN 13-3731507 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT4 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD GROUP Service code 28 · EIN 23-1945930 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,375 | $80,673-42.5% | $101,326-54.2% | $84,808-45.3% |
| Participation rate | 95.5% | 77.8%+17.7pp | 81.5%+14.0pp | 68.3%+27.1pp |
| Annual return | 18.20% | 38.95%-20.8pp | 36.82%-18.6pp | 40.90%-22.7pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $15,499 | $6,840+126.6% | $7,994+93.9% | $4,212+268.0% |
| Admin fee / account holder | $47 | $12,784-99.6% | $11,185-99.6% | $7,344-99.4% |