See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $3,570 |
AMERICAN FUNDS4 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
EAGLEASSET4 years Service code 28 · EIN 59-3171014 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
HARBOR4 years Filed as: HARBOR CAPITAL Service code 28 · EIN 04-2679462 | Investment Management | $0 |
Filed as: JOHN HANCOCK FUNDS Service code 28 · EIN 04-3483032 | Investment Management | $0 |
MET WEST FUNDS4 years Service code 28 865 SOUTH FIGUEROA STREET · LOS ANGELES, CA 90017 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT4 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
T ROWE PRICE RPS INC4 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD FUNDS Service code 28 · EIN 23-1945930 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,701 | $62,327-9.0% | $120,354-52.9% | $74,495-23.9% |
| Participation rate | 88.0% | 56.8%+31.2pp | 71.9%+16.0pp | 67.2%+20.8pp |
| Annual return | 17.41% | 18.61%-1.2pp | 107.15%-89.7pp | 1364.94%-1347.5pp |
| Employer contribution / active EE | $3,386 | $1,843+83.7% | $3,463-2.2% | $2,623+29.1% |
| Participant deferral / active EE | $17,631 | $2,893+509.5% | $4,991+253.3% | $4,346+305.7% |
| Admin fee / account holder | $11 | $2,396-99.5% | $9,423-99.9% | $1,942-99.4% |