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 INC1 year Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $330 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT2 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
PIMCO FUNDS2 years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
THORNBURG2 years Filed as: THORNBURG FUNDS Service code 28 · EIN 85-0301299 | Investment Management | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,639 | $54,350+22.6% | $82,719-19.4% | $68,494-2.7% |
| Participation rate | 97.6% | 63.9%+33.7pp | 72.6%+25.1pp | 67.9%+29.7pp |
| Annual return | -14.39% | -13.67%-0.7pp | 701.18%-715.6pp | -7.84%-6.5pp |
| Employer contribution / active EE | $6,285 | $2,218+183.4% | $3,009+108.9% | $2,596+142.1% |
| Participant deferral / active EE | $10,838 | $3,246+233.9% | $4,395+146.6% | $4,027+169.1% |
| Admin fee / account holder | $1 | $4,395-100.0% | $5,329-100.0% | $5,403-100.0% |