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 INC2 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $12,782 |
SS&C1 year Service code 28 P INV20250930-1034-4053-A · BRAINTREE, MA 021848747 | Investment Management | $8,294 |
AB FUNDS2 years Filed as: ALLIANCE BERNSTEIN Service code 28 711 HIGH STREET · DES MOINES, IA 503920001 | Investment Management | $0 |
AMERICAN FUNDS2 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
COHEN & STEERS2 years Service code 28 · EIN 14-1904657 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
THE HARTFORD2 years Filed as: HARTFORD Service code 28 · EIN 13-3317783 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 28 · EIN 13-2624428 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT2 years Filed as: MFS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
PIMCO FUNDS2 years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,469 | $100,923-9.4% | $150,045-39.0% | $74,304+23.1% |
| Participation rate | 85.6% | 70.1%+15.5pp | 82.3%+3.3pp | 60.3%+25.3pp |
| Annual return | 17.57% | 51.77%-34.2pp | 62.55%-45.0pp | 29.43%-11.9pp |
| Employer contribution / active EE | $2,505 | $3,463-27.7% | $4,693-46.6% | $2,241+11.8% |
| Participant deferral / active EE | $4,876 | $6,709-27.3% | $7,997-39.0% | $3,767+29.4% |
| Admin fee / account holder | $135 | $2,767-95.1% | $13,435-99.0% | $2,969-95.4% |