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 | $47,040 |
AMERICAN FUNDS2 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
AMERICAN FUNDS1 year Filed as: AMG FUNDS Service code 28 680 WASHINGTON BLVD · STAMFORD, CT 06901 | Investment Management | $0 |
BLACKROCK1 year Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
INVESCO2 years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
LORD ABBETT1 year Service code 28 · EIN 13-3731507 | Investment Management | $0 |
Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
Filed as: PRUDENTIAL JENNISON Service code 28 · EIN 22-3703799 | Investment Management | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,123 | $82,130+85.2% | $453,369-66.4% | $79,386+91.6% |
| Participation rate | 95.4% | 73.4%+22.0pp | 78.0%+17.4pp | 70.7%+24.7pp |
| Annual return | 11.67% | 345.31%-333.6pp | 64.40%-52.7pp | 116.85%-105.2pp |
| Employer contribution / active EE | $15,607 | $2,659+487.0% | $4,070+283.5% | $2,427+542.9% |
| Participant deferral / active EE | $12,690 | $4,314+194.2% | $6,209+104.4% | $4,046+213.7% |
| Admin fee / account holder | $387 | $531-27.1% | $11,209-96.5% | $626-38.2% |