See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $5,560 |
AMERICAN CENTURY3 years 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 TEMPLETON8+ years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
INVESCO2 years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
OAKMARK8+ years Service code 28 · EIN 04-3276558 | Investment Management | $0 |
PIMCO FUNDS8+ 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 INC8+ years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
THORNBURG8+ years Filed as: THORNBURG FUNDS Service code 28 · EIN 85-0301299 | Investment Management | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $523,357 | $133,958+290.7% | $112,228+366.3% | $134,475+289.2% |
| Participation rate | 92.3% | 78.6%+13.8pp | 75.1%+17.2pp | 81.2%+11.1pp |
| Annual return | 22.80% | 47.11%-24.3pp | 27.45%-4.6pp | 417.96%-395.2pp |
| Employer contribution / active EE | $13,309 | $4,038+229.6% | $3,635+266.2% | $4,740+180.8% |
| Participant deferral / active EE | $43,058 | $5,291+713.9% | $4,728+810.7% | $6,400+572.8% |
| Admin fee / account holder | $174 | $7,489-97.7% | $6,410-97.3% | $11,426-98.5% |