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 | $63,850 |
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 |
DIMENSIONAL FUND ADVISORS5 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4507257 | Investment Management | $0 |
Filed as: FIDELITY FUNDS Service code 28 · EIN 04-2647786 | Investment Management | $0 |
INVESCO5 years Filed as: INVESCO FUNDS Service code 28 · EIN 26-4521338 | Investment Management | $0 |
JANUS HENDERSON5 years Filed as: JANUS FUNDS Service code 28 · EIN 43-1804048 | Investment Management | $0 |
PIMCO FUNDS5 years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
Filed as: PRUDENTIAL FUNDS Service code 28 · EIN 22-3703799 | Investment Management | $0 |
T ROWE PRICE RPS INC5 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,373 | $89,436-58.2% | $164,813-77.3% | $77,643-51.9% |
| Participation rate | 95.5% | 78.6%+16.9pp | 78.6%+16.9pp | 70.6%+24.9pp |
| Annual return | 11.70% | 28.83%-17.1pp | 69.93%-58.2pp | 31.24%-19.5pp |
| Employer contribution / active EE | $1,803 | $2,569-29.8% | $4,341-58.5% | $2,726-33.8% |
| Participant deferral / active EE | $3,278 | $4,897-33.1% | $6,031-45.7% | $4,647-29.5% |
| Admin fee / account holder | $233 | $339-31.3% | $12,690-98.2% | $430-45.8% |