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 INC1 year Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $2,080 |
AMERICAN CENTURY1 year Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 · EIN 20-0623152 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
FRANKLIN TEMPLETON6+ years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
OAKMARK6+ years Service code 28 · EIN 04-3276558 | Investment Management | $0 |
OPPENHEIMER6+ years Filed as: OPPENHEIMER FUNDS Service code 28 · EIN 13-2527171 | Investment Management | $0 |
PIMCO FUNDS6+ years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
Filed as: PRUDENTIAL JENNISON Service code 28 · EIN 22-3703799 | Investment Management | $0 |
T ROWE PRICE RPS INC6+ years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
THORNBURG6+ years Filed as: THORNBURG FUNDS Service code 28 · EIN 85-0301299 | Investment Management | $0 |
Employer contribution per participant 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 | $94,486 | $69,362+36.2% | $101,248-6.7% | $73,488+28.6% |
| Participation rate | 94.4% | 68.4%+26.0pp | 75.8%+18.6pp | 70.7%+23.7pp |
| Annual return | 16.39% | 18.46%-2.1pp | 46.47%-30.1pp | 28.51%-12.1pp |
| Employer contribution / active EE | $158 | $2,628-94.0% | $3,660-95.7% | $2,270-93.0% |
| Participant deferral / active EE | $3,470 | $3,300+5.2% | $4,370-20.6% | $3,740-7.2% |
| Admin fee / account holder | $14 | $704-98.1% | $5,945-99.8% | $513-97.4% |