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+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $6,299 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
DODGE & COX1+ years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
ALGER1+ years Filed as: FRED ALGER FUNDS Service code 28 P.O. BOX 8480 · BOSTON, MA 022668480 | Investment Management | $0 |
GOLDMAN SACHS1+ years Filed as: GOLDMAN SACHS FUNDS Service code 28 · EIN 13-3575636 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT1+ years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
OPPENHEIMER1+ years Filed as: OPPENHEIMER FUNDS Service code 28 · EIN 13-2527171 | Investment Management | $0 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 28 · EIN 20-2699715 | Investment Management | $0 |
Filed as: PRUDENTIAL JENNISON Service code 28 · EIN 22-3703799 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,430 | $41,854-46.4% | $73,843-69.6% | $52,331-57.1% |
| Participation rate | 40.4% | 66.2%-25.8pp | 73.4%-33.0pp | 68.1%-27.7pp |
| Annual return | 20.24% | 2.11%+18.1pp | 2267.84%-2247.6pp | 4.54%+15.7pp |
| Employer contribution / active EE | $1,436 | $1,920-25.2% | $2,787-48.5% | $1,882-23.7% |
| Participant deferral / active EE | $2,399 | $2,498-4.0% | $3,583-33.0% | $3,022-20.6% |
| Admin fee / account holder | $69 | $493-85.9% | $4,880-98.6% | $592-88.3% |