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 |
|---|---|---|
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 |
Service code 28 30 BRAINTREE HILL PARK · BRAINTREE, MA 021848747 | Investment Management | $1,050 |
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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,288 | $100,923+26.1% | $150,045-15.2% | $74,304+71.3% |
| Participation rate | 70.2% | 70.1%+0.1pp | 82.3%-12.1pp | 60.3%+9.8pp |
| Annual return | 18.26% | 51.77%-33.5pp | 62.55%-44.3pp | 29.43%-11.2pp |
| Employer contribution / active EE | $3,299 | $3,463-4.7% | $4,693-29.7% | $2,241+47.2% |
| Participant deferral / active EE | $8,560 | $6,709+27.6% | $7,997+7.0% | $3,767+127.2% |
| Admin fee / account holder | $133 | $2,767-95.2% | $13,435-99.0% | $2,969-95.5% |