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 INC2+ years Filed as: T. ROWE PRICE TRUST COMPANY Service code 15 · EIN 52-1309931 | Recordkeeping | $2,487 |
Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
EAGLEASSET1 year Service code 28 · EIN 59-3171014 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
HARBOR2+ years Filed as: HARBOR CAPITAL Service code 28 · EIN 04-2679462 | Investment Management | $0 |
MET WEST FUNDS1 year Filed as: MET FUNDS Service code 28 · EIN 95-4597302 | Investment Management | $0 |
Filed as: MET LIFE Service code 28 | Investment Management | $0 |
Filed as: MFS FUND Service code 28 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT2+ years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
ROYCE2+ years Filed as: ROYCE FUNDS Service code 28 · EIN 52-2343049 | Investment Management | $0 |
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 | $136,605 | $56,629+141.2% | $77,999+75.1% | $55,167+147.6% |
| Participation rate | 97.9% | 73.3%+24.6pp | 75.5%+22.3pp | 69.0%+28.9pp |
| Annual return | 7.97% | 2866.98%-2859.0pp | 425.96%-418.0pp | 169.23%-161.3pp |
| Employer contribution / active EE | $5,105 | $1,723+196.3% | $2,470+106.7% | $1,963+160.1% |
| Participant deferral / active EE | $6,610 | $2,777+138.0% | $3,497+89.0% | $3,054+116.4% |
| Admin fee / account holder | $15 | $467-96.7% | $5,480-99.7% | $504-97.0% |