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 | $103 |
CALVERT2+ years Filed as: CALVERT GROUP Service code 28 · EIN 52-1233223 | Investment Management | $0 |
COLUMBIA2+ years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
T ROWE PRICE RPS INC2+ years Filed as: TRP Service code 15 | Recordkeeping | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $9,197 | $43,423-78.8% | $78,689-88.3% | $55,167-83.3% |
| Participation rate | 95.2% | 68.0%+27.2pp | 73.6%+21.7pp | 69.0%+26.2pp |
| Annual return | 19.53% | 11.53%+8.0pp | 62.18%-42.6pp | 169.23%-149.7pp |
| Employer contribution / active EE | $3,057 | $1,997+53.1% | $2,851+7.2% | $1,963+55.8% |
| Participant deferral / active EE | $2,042 | $2,509-18.6% | $3,517-41.9% | $3,054-33.1% |
| Admin fee / account holder | $1 | $416-99.9% | $4,510-100.0% | $504-99.9% |