Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
PKF OCONNOR DAVIES1 year Filed as: PKF OCONNOR DAVIES, LLP Service code 28 PO BOX 5381 · WOODBURY, NJ 080960381 | Investment Management | $12,669 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $4,835 |
Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 28 · EIN 13-2670991 PO BOX 825 · ELM GROVE, WI 531220825 | Investment Management | $1,753 |
Filed as: THE RETIREMENT ADVANTAGE INC INV 04 Service code 28 PO BOX 825 · ELM GROVE, WI 531220825 | Investment Management | $1,707 |
SS&C P INV20250630-1034-3020-A1 year Service code 28 30 BRAINTREE HILL PARK · BRAINTREE, MA 021848747 | Investment Management | $1,050 |
SS&C P INV20241231-1034-3020-A1 year Service code 28 30 BRAINTREE HILL PARK · BRAINTREE, MA 021848747 | Investment Management | $550 |
AMERICAN CENTURY3 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 · EIN 20-0623152 | Investment Management | $0 |
DODGE & COX3 years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
FIRST EAGLE3 years Filed as: FIRST EAGLE FUNDS Service code 28 · EIN 13-3392291 | Investment Management | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,288 | $88,360+44.1% | $145,433-12.5% | $67,986+87.2% |
| Participation rate | 70.2% | 65.5%+4.7pp | 82.1%-11.9pp | 57.2%+13.0pp |
| Annual return | 18.26% | 63.15%-44.9pp | 66.58%-48.3pp | 31.67%-13.4pp |
| Employer contribution / active EE | $3,299 | $3,054+8.0% | $4,554-27.6% | $2,019+63.4% |
| Participant deferral / active EE | $8,560 | $5,932+44.3% | $7,897+8.4% | $3,358+154.9% |
| Admin fee / account holder | $133 | $3,313-96.0% | $13,129-99.0% | $3,203-95.8% |