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 INC7 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $1,800 |
ALLSPRING2 years Filed as: ALLSPRING GLOBAL Service code 28 · EIN 41-0449260 | Investment Management | $0 |
AMERICAN FUNDS4 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
BLACKROCK6 years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
COLUMBIA7 years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DODGE & COX7 years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
JANUS HENDERSON6 years Filed as: JANUS FUNDS Service code 28 · EIN 43-1804048 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
PARNASSUS5 years Filed as: PARNASSUS FUNDS Service code 28 · EIN 94-6579180 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,853 | $57,990+223.9% | $76,190+146.6% | $80,856+132.3% |
| Participation rate | 98.9% | 73.7%+25.1pp | 79.3%+19.6pp | 67.6%+31.2pp |
| Annual return | 15.04% | 15.89%-0.9pp | 13.78%+1.3pp | 35.59%-20.6pp |
| Employer contribution / active EE | $8,734 | $3,565+145.0% | $4,578+90.8% | $2,755+217.0% |
| Participant deferral / active EE | $10,410 | $3,814+172.9% | $5,474+90.2% | $4,296+142.3% |
| Admin fee / account holder | $126 | $5,668-97.8% | $5,123-97.5% | $6,918-98.2% |