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 INC6+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $3,630 |
AB FUNDS2 years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-3191825 | Investment Management | $0 |
AMERICAN FUNDS4 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
AMERICAN FUNDS4 years Filed as: AMG FUNDS Service code 28 · EIN 06-1555594 | Investment Management | $0 |
BRANDES INVESTMENT TRUST4 years Service code 28 · EIN 33-0635360 | Investment Management | $0 |
COLUMBIA4 years 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 |
FRANKLIN TEMPLETON2 years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
INVESCO3 years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
JANUS HENDERSON1 year Service code 28 · EIN 43-1804048 | Investment Management | $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 | $126,552 | $99,957+26.6% | $149,696-15.5% | $73,488+72.2% |
| Participation rate | 97.1% | 75.7%+21.4pp | 82.5%+14.6pp | 70.7%+26.4pp |
| Annual return | 21.96% | 53.87%-31.9pp | 276.60%-254.6pp | 28.51%-6.5pp |
| Employer contribution / active EE | $4,064 | $3,191+27.4% | $4,644-12.5% | $2,270+79.0% |
| Participant deferral / active EE | $11,556 | $6,073+90.3% | $6,842+68.9% | $3,740+209.0% |
| Admin fee / account holder | $293 | $551-46.8% | $9,309-96.8% | $513-42.8% |