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 INC4+ years Filed as: T ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $2,400 |
AMERICAN CENTURY4+ years Filed as: AMERICAN CENTURY INVESTMENT MGT Service code 28 · EIN 20-0623152 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
FRANKLIN TEMPLETON4+ years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
OAKMARK4+ years Service code 28 · EIN 04-3276558 | Investment Management | $0 |
OPPENHEIMER4+ years Filed as: OPPENHEIMER FUNDS Service code 28 · EIN 13-2527171 | Investment Management | $0 |
PIMCO FUNDS4+ years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
Filed as: PRUDENTIAL Service code 28 · EIN 22-3703799 | Investment Management | $0 |
T ROWE PRICE RPS INC4+ years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
THORNBURG4+ years Filed as: THORNBURG FUNDS Service code 28 · EIN 85-0301299 | Investment Management | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $63,228 | $55,449+14.0% | $83,848-24.6% | $56,287+12.3% |
| Participation rate | 85.9% | 68.0%+17.9pp | 76.1%+9.8pp | 69.9%+16.1pp |
| Annual return | -5.82% | -1.38%-4.4pp | 850.88%-856.7pp | -9.96%+4.1pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,093 | $2,935+5.4% | $4,082-24.2% | $3,350-7.7% |
| Admin fee / account holder | $15 | $656-97.6% | $5,478-99.7% | $521-97.0% |