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 | $111,847 |
COHEN & STEERS3 years Filed as: COHEN & STEERS FUNDS Service code 28 · EIN 14-1904657 | Investment Management | $0 |
COLUMBIA4 years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
INVESCO3 years Filed as: INVESCO FUNDS Service code 28 · EIN 26-4521338 | Investment Management | $0 |
LEGG MASON3 years Service code 28 · EIN 52-1200960 | Investment Management | $0 |
LOOMIS SAYLES5 years Filed as: LOOMIS - SAYLES - NATIXIS - HANSBER Service code 28 · EIN 04-3200030 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT3 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
PIMCO FUNDS5 years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
Filed as: PRUDENTIAL JENNISON Service code 28 · EIN 22-3703799 | Investment Management | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,383 | $84,487+126.5% | $125,339+52.7% | $66,914+186.0% |
| Participation rate | 79.2% | 76.4%+2.8pp | 82.4%-3.2pp | 69.8%+9.4pp |
| Annual return | -20.20% | -8.39%-11.8pp | 572.05%-592.3pp | 1.58%-21.8pp |
| Employer contribution / active EE | $1,224 | $3,553-65.5% | $4,814-74.6% | $2,544-51.9% |
| Participant deferral / active EE | $11,123 | $6,781+64.0% | $7,446+49.4% | $4,237+162.5% |
| Admin fee / account holder | $538 | $685-21.5% | $10,010-94.6% | $593-9.4% |