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 INC1 year Filed as: T. ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $1,100 |
Filed as: DFA Service code 28 · EIN 45-5614715 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2547786 | Investment Management | $0 |
HARBOR1 year Service code 28 · EIN 04-2679452 | Investment Management | $0 |
THORNBURG1 year Service code 28 · EIN 85-0301299 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year Filed as: TRP 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 | $162,399 | $76,552+112.1% | $123,892+31.1% | $62,891+158.2% |
| Participation rate | 93.9% | 73.0%+20.9pp | 81.4%+12.5pp | 69.3%+24.6pp |
| Annual return | 11.89% | 18.68%-6.8pp | 47.52%-35.6pp | 20.14%-8.2pp |
| Employer contribution / active EE | $3,531 | $2,883+22.5% | $4,617-23.5% | $2,281+54.8% |
| Participant deferral / active EE | $9,265 | $4,840+91.4% | $5,984+54.8% | $3,203+189.3% |
| Admin fee / account holder | $10 | $4,826-99.8% | $8,357-99.9% | $4,296-99.8% |