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 INC5 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $24,249 |
DIMENSIONAL FUND ADVISORS4 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
DODGE & COX5 years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
Filed as: MASS MUTUAL FUND Service code 28 1295 STATE STREET · SPRINGFIELD, MA 01111 | Investment Management | $0 |
OAKMARK5 years Service code 28 · EIN 04-3276558 | Investment Management | $0 |
T ROWE PRICE RPS INC5 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,831 | $51,045+17.2% | $70,515-15.2% | $71,457-16.3% |
| Participation rate | 80.6% | 59.4%+21.2pp | 68.3%+12.2pp | 67.9%+12.7pp |
| Annual return | 14.81% | 42.63%-27.8pp | 32.77%-18.0pp | 28.85%-14.0pp |
| Employer contribution / active EE | $1,420 | $1,790-20.7% | $2,973-52.2% | $2,588-45.1% |
| Participant deferral / active EE | $3,611 | $3,026+19.3% | $4,567-20.9% | $4,289-15.8% |
| Admin fee / account holder | $238 | $1,994-88.1% | $6,412-96.3% | $1,587-85.0% |