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 INC7 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $4,609 |
ALLSPRING1 year Filed as: ALLSPRING GLOBAL Service code 28 · EIN 41-0449260 | Investment Management | $0 |
AMERICAN CENTURY7 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 · EIN 20-0623152 | Investment Management | $0 |
COLUMBIA7 years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DAVIS10+ years Filed as: DAVIS FUNDS Service code 28 · EIN 13-2601967 | Investment Management | $0 |
DODGE & COX7 years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
INVESCO6 years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
PIMCO FUNDS7 years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
T ROWE PRICE RPS INC10+ years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
THORNBURG7 years Filed as: THORNBURG FUNDS Service code 28 · EIN 85-0301299 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,411 | $49,915+7.0% | $154,803-65.5% | $74,304-28.1% |
| Participation rate | 66.5% | 54.0%+12.5pp | 78.1%-11.6pp | 60.3%+6.1pp |
| Annual return | 9.43% | 34.06%-24.6pp | 58.88%-49.5pp | 29.43%-20.0pp |
| Employer contribution / active EE | $1,116 | $1,611-30.7% | $4,305-74.1% | $2,241-50.2% |
| Participant deferral / active EE | $2,141 | $2,255-5.0% | $5,540-61.4% | $3,767-43.2% |
| Admin fee / account holder | $27 | $2,189-98.7% | $14,329-99.8% | $2,969-99.1% |