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 INC8+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $22,450 |
AMERICAN REALTY ADVISORS8+ years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS8+ years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
FEDERATED8+ years Filed as: FEDERATED FUNDS Service code 28 · EIN 25-1111467 | Investment Management | $0 |
Filed as: FIDELITY FUNDS Service code 28 · EIN 04-2647786 | Investment Management | $0 |
INVESCO3 years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
Filed as: JOHN HANCOCK FUNDS Service code 28 · EIN 04-3483032 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
LOOMIS SAYLES3 years Filed as: LOOMIS - SAYLES - NATIXIS Service code 28 | Investment Management | $0 |
LOOMIS SAYLES4 years Filed as: LOOMIS - SAYLES FUNDS Service code 28 · EIN 04-3200030 | Investment Management | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,414 | $72,254+77.7% | $86,677+48.2% | $64,808+98.1% |
| Participation rate | 82.9% | 80.4%+2.4pp | 76.6%+6.3pp | 71.5%+11.4pp |
| Annual return | -16.89% | 392.42%-409.3pp | 35.91%-52.8pp | 32.82%-49.7pp |
| Employer contribution / active EE | $5,992 | $2,393+150.4% | $2,836+111.2% | $2,506+139.1% |
| Participant deferral / active EE | $9,791 | $4,658+110.2% | $4,656+110.3% | $4,310+127.1% |
| Admin fee / account holder | $68 | $174-60.9% | $7,493-99.1% | $188-63.8% |