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 INC5 years Filed as: T. ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $16,351 |
BMO HARRIS BANK NA1 year Filed as: M&T BANK Service code 28 ONE M AND T PLAZA · BUFFALO, NY 14203 | Investment Management | $6,529 |
AB FUNDS5 years Filed as: ALLIANCE BERNSTEIN Service code 28 1345 AVENUE OF THE AMERICAS · NEW YORK, NY 10105 | Investment Management | $0 |
ALLSPRING3 years Filed as: ALLSPRING FUNDS Service code 28 1415 VANTAGE PARK DRIVE · CHARLOTTE, NC 28203 | Investment Management | $0 |
AMERICAN FUNDS5 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
BLACKROCK5 years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
CALAMOS ADVISORS LLC3 years Filed as: CALAMOS FUNDS Service code 28 · EIN 36-3316238 | Investment Management | $0 |
COHEN & STEERS5 years Filed as: COHEN & STEERS FUNDS Service code 28 · EIN 14-1904657 | Investment Management | $0 |
INVESCO5 years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
Filed as: JOHN HANCOCK FUNDS Service code 28 · EIN 04-3483032 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,485 | $64,890+11.7% | $134,172-46.0% | $67,986+6.6% |
| Participation rate | 85.7% | 48.5%+37.2pp | 72.5%+13.2pp | 57.2%+28.5pp |
| Annual return | 18.08% | 16.12%+2.0pp | 25.30%-7.2pp | 31.67%-13.6pp |
| Employer contribution / active EE | $5,261 | $1,360+286.9% | $3,420+53.8% | $2,019+160.6% |
| Participant deferral / active EE | $9,193 | $2,289+301.7% | $4,690+96.0% | $3,358+173.8% |
| Admin fee / account holder | $141 | $3,140-95.5% | $12,016-98.8% | $3,203-95.6% |