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 INC11+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $19,102 |
Service code 28 30 BRAINTREE HILL PARK · BRAINTREE, MA 021848747 | Investment Management | $675 |
ALLSPRING3 years Filed as: ALLSPRING GLOBAL Service code 32 525 MARKET STREET 10TH FLOOR · SAN FRANCISCO, CA 94105 | Shareholder servicing fees; Real esta... | $0 |
AMERICAN FUNDS8 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
COHEN & STEERS6 years Filed as: COHEN & STEERS FUNDS Service code 28 · EIN 14-1904657 | Investment Management | $0 |
DODGE & COX3 years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN FUNDS Service code 29 · EIN 13-2624428 | Legal | $0 |
MET WEST FUNDS8 years Service code 28 · EIN 95-4597302 | Investment Management | $0 |
PIMCO FUNDS5 years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $183,480 | $100,923+81.8% | $150,045+22.3% | $74,304+146.9% |
| Participation rate | 88.8% | 70.1%+18.7pp | 82.3%+6.5pp | 60.3%+28.4pp |
| Annual return | 13.48% | 51.77%-38.3pp | 62.55%-49.1pp | 29.43%-15.9pp |
| Employer contribution / active EE | $3,119 | $3,463-10.0% | $4,693-33.5% | $2,241+39.2% |
| Participant deferral / active EE | $14,088 | $6,709+110.0% | $7,997+76.2% | $3,767+274.0% |
| Admin fee / account holder | $271 | $2,767-90.2% | $13,435-98.0% | $2,969-90.9% |