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 INC4+ years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $5,250 |
CALVERT4+ years Filed as: CALVERT GROUP Service code 28 · EIN 52-1233223 | Investment Management | $0 |
CALVERT1 year Filed as: CALVERT SOCIAL INDEX I Service code 28 | Investment Management | $0 |
COLUMBIA4+ years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
COLUMBIA1 year Filed as: COLUMBIA SMALL CAP INDEX INSTL 2 Service code 28 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
Filed as: FIDELITY 500 INDEX INVESTOR Service code 28 | Investment Management | $0 |
Filed as: FIDELITY EXTENDED MKT IND INV Service code 28 | Investment Management | $0 |
Filed as: FIDELITY INTERNATIONAL IND INV Service code 28 | Investment Management | $0 |
Filed as: FIDELITY U.S. BOND INDEX INV Service code 28 | Investment Management | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $16,094 | $90,600-82.2% | $79,464-79.7% | $135,375-88.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.93% | 977.43%-984.4pp | 718.14%-725.1pp | 519.73%-526.7pp |
| Employer contribution / active EE | $55,886 | $3,068+1721.6% | $2,800+1895.6% | $4,779+1069.5% |
| Participant deferral / active EE | $39,808 | $4,050+882.8% | $3,704+974.8% | $5,609+609.7% |
| Admin fee / account holder | $28 | $5,907-99.5% | $5,113-99.5% | $10,827-99.7% |