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 9-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 Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $33,906 |
Service code 49 · EIN 04-1590850 | Other Services | $5,830 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1426645 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS2 years Service code 52 · EIN 23-2450217 | Indirect Investment Fees | $0 |
EATON VANCE2 years Service code 52 · EIN 13-2706484 | Indirect Investment Fees | $0 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-3022712 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
JANUS HENDERSON2 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Filed as: JOHN HANCOCK Service code 52 · EIN 04-3279774 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $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 | $32,394 | $45,382-28.6% | $154,107-79.0% | $75,289-57.0% |
| Participation rate | 70.7% | 65.9%+4.8pp | 83.0%-12.3pp | 72.4%-1.7pp |
| Annual return | 6.17% | -0.47%+6.6pp | 735.12%-729.0pp | -0.04%+6.2pp |
| Employer contribution / active EE | $1,446 | $1,533-5.7% | $5,298-72.7% | $2,405-39.9% |
| Participant deferral / active EE | $1,847 | $2,384-22.5% | $5,081-63.6% | $3,739-50.6% |
| Admin fee / account holder | $36 | $89-60.2% | $13,411-99.7% | $102-65.3% |