Filed April 28, 2020
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 RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $5,597 |
BLACKROCK1 year Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
COLUMBIA1 year Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
FRANKLIN TEMPLETON1 year Service code 28 · EIN 13-2670991 | Investment Management | $0 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS FUNDS Service code 28 · EIN 13-3575636 | Investment Management | $0 |
Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
LEGG MASON1 year Service code 28 · EIN 52-1200960 | 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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,229 | $93,571-20.7% | $135,903-45.4% | $75,163-1.2% |
| Participation rate | 92.2% | 75.2%+17.0pp | 81.9%+10.3pp | 67.2%+25.0pp |
| Annual return | 19.68% | 30.90%-11.2pp | 68.23%-48.5pp | 160.62%-140.9pp |
| Employer contribution / active EE | $4,861 | $3,537+37.5% | $4,856+0.1% | $2,670+82.1% |
| Participant deferral / active EE | $12,061 | $6,404+88.3% | $7,758+55.5% | $4,125+192.4% |
| Admin fee / account holder | $52 | $6,975-99.3% | $10,762-99.5% | $5,651-99.1% |