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 INC8 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $21,312 |
AMERICAN REALTY ADVISORS8 years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
AMERICAN FUNDS8 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
COHEN & STEERS8 years Filed as: COHEN & STEERS FUNDS Service code 28 · EIN 14-1904657 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
INVESCO7 years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT8 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
T ROWE PRICE RPS INC8 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,163 | $50,982+57.2% | $154,803-48.2% | $85,563-6.3% |
| Participation rate | 98.1% | 59.8%+38.4pp | 78.1%+20.1pp | 66.0%+32.2pp |
| Annual return | 15.37% | 30.35%-15.0pp | 58.88%-43.5pp | 31.51%-16.1pp |
| Employer contribution / active EE | $4,443 | $1,708+160.1% | $4,305+3.2% | $2,654+67.4% |
| Participant deferral / active EE | $6,331 | $2,474+155.9% | $5,540+14.3% | $4,375+44.7% |
| Admin fee / account holder | $57 | $846-93.2% | $14,329-99.6% | $834-93.2% |