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 INC10+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $4,510 |
AMERICAN REALTY ADVISORS10+ years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS10+ years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
FEDERATED10+ years Filed as: FEDERATED FUNDS Service code 28 · EIN 25-1111467 | Investment Management | $0 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY FUNDS Service code 28 · EIN 04-2647786 | Investment Management | $0 |
INVESCO5 years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK FUNDS Service code 28 · EIN 04-3483032 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
LOOMIS SAYLES5 years Filed as: LOOMIS - SAYLES - NATIXIS Service code 28 | Investment Management | $0 |
LOOMIS SAYLES2 years Filed as: LOOMIS - SAYLES - NATIXIS 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 | $181,941 | $79,171+129.8% | $102,423+77.6% | $74,495+144.2% |
| Participation rate | 88.8% | 74.8%+14.0pp | 76.5%+12.3pp | 67.2%+21.6pp |
| Annual return | 13.90% | 54.93%-41.0pp | 29.32%-15.4pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $8,112 | $2,362+243.4% | $3,023+168.3% | $2,623+209.3% |
| Participant deferral / active EE | $13,063 | $4,415+195.9% | $5,053+158.5% | $4,346+200.6% |
| Admin fee / account holder | $75 | $2,001-96.3% | $9,451-99.2% | $1,942-96.1% |