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 | $4,853 |
AMERICAN FUNDS1 year Service code 28 · EIN 95-1411037 | Investment Management | $0 |
AMERICAN FUNDS1 year Filed as: AMG FUNDS Service code 28 · EIN 06-1555594 | Investment Management | $0 |
BRANDES INVESTMENT TRUST1 year Service code 28 · EIN 33-0635360 | Investment Management | $0 |
COLUMBIA1 year Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
LORD ABBETT1 year Service code 28 · EIN 13-3731507 | Investment Management | $0 |
Filed as: PRINCIPAL FUNDS Service code 28 · EIN 42-1312301 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
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 | $93,447 | $80,753+15.7% | $136,294-31.4% | $62,292+50.0% |
| Participation rate | 96.1% | 73.5%+22.5pp | 81.9%+14.2pp | 69.5%+26.6pp |
| Annual return | 24.99% | 35.83%-10.8pp | 5155.94%-5130.9pp | 28.90%-3.9pp |
| Employer contribution / active EE | $3,421 | $2,884+18.6% | $4,695-27.1% | $2,042+67.5% |
| Participant deferral / active EE | $9,588 | $5,164+85.7% | $6,247+53.5% | $3,169+202.6% |
| Admin fee / account holder | $19 | $525-96.4% | $9,243-99.8% | $479-96.0% |