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.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $20,810 |
Filed as: ALLIANCE GLOBAL FUNDS Service code 28 · EIN 13-3191825 | Investment Management | $0 |
AMERICAN CENTURY1+ years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 · EIN 20-0623152 | Investment Management | $0 |
AMERICAN FUNDS1+ years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON INVESTMENT FUNDS Service code 28 · EIN 04-3106135 | Investment Management | $0 |
COLUMBIA1+ years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
EAGLEASSET1+ years Service code 28 · EIN 59-3171014 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
JANUS HENDERSON1+ years Filed as: JANUS FUNDS Service code 28 · EIN 43-1804048 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,230 | $57,739-33.8% | $112,229-65.9% | $74,419-48.6% |
| Participation rate | 27.2% | 55.6%-28.4pp | 72.4%-45.2pp | 70.7%-43.5pp |
| Annual return | 0.00% | 19.52%-19.5pp | 30.20%-30.2pp | 34.38%-34.4pp |
| Employer contribution / active EE | $739 | $1,675-55.9% | $3,430-78.5% | $2,637-72.0% |
| Participant deferral / active EE | $1,031 | $2,891-64.4% | $4,798-78.5% | $4,528-77.2% |
| Admin fee / account holder | $63 | $462-86.3% | $7,748-99.2% | $348-81.8% |