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+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $868 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS1+ years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
FEDERATED1+ years Service code 28 | Investment Management | $0 |
FEDERATED1+ years Filed as: FEDERATED FUNDS Service code 28 · EIN 25-1111467 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
Filed as: FIDELITY FUNDS Service code 28 | Investment Management | $0 |
AB FUNDS1+ years Filed as: FUNDS NATIXIS Service code 28 | Investment Management | $0 |
Filed as: JOHN HANCOCK Service code 28 · EIN 04-3483032 | Investment Management | $0 |
Filed as: JOHN HANCOCK FUNDS Service code 15 | Recordkeeping | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $75,142 | $54,320+38.3% | $67,652+11.1% | $52,331+43.6% |
| Participation rate | 77.2% | 73.6%+3.7pp | 75.7%+1.6pp | 68.1%+9.1pp |
| Annual return | 1.18% | 6.81%-5.6pp | 6625.04%-6623.9pp | 4.54%-3.4pp |
| Employer contribution / active EE | $4,537 | $1,544+193.9% | $2,266+100.3% | $1,882+141.1% |
| Participant deferral / active EE | $7,102 | $2,950+140.7% | $3,560+99.5% | $3,022+135.0% |
| Admin fee / account holder | $5 | $527-99.0% | $4,821-99.9% | $592-99.1% |