Filed January 17, 2022
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 INC6 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $25,719 |
ALLSPRING1 year Filed as: ALLSPRING GLOBAL Service code 28 · EIN 41-0449260 | Investment Management | $0 |
AMERICAN FUNDS3 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
BLACKROCK5 years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
COLUMBIA6 years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DODGE & COX6 years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
DWS FUNDS4 years Filed as: DWS INVESTMENTS Service code 28 · EIN 13-3241232 | Investment Management | $0 |
JANUS HENDERSON5 years Filed as: JANUS FUNDS Service code 28 · EIN 43-1804048 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT5 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,725 | $59,443+180.5% | $70,164+137.6% | $75,163+121.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 19.38% | 18.53%+0.8pp | 18.87%+0.5pp | 160.62%-141.2pp |
| Employer contribution / active EE | $8,680 | $3,306+162.6% | $4,287+102.5% | $2,670+225.1% |
| Participant deferral / active EE | $10,091 | $3,653+176.3% | $5,395+87.0% | $4,125+144.6% |
| Admin fee / account holder | $198 | $4,397-95.5% | $4,561-95.7% | $5,651-96.5% |