See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC7 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $7,730 |
AMERICAN CENTURY1 year Filed as: AMERICAN CENTURY INVESTMENTS Service code 28 · EIN 20-0623152 | Investment Management | $0 |
AMERICAN FUNDS4 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
BLACKROCK1 year Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
COLUMBIA7 years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS5 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
EATON VANCE4 years Service code 28 · EIN 04-2718215 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
INVESCO3 years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,258 | $76,050-32.6% | $96,544-46.9% | $71,457-28.3% |
| Participation rate | 52.9% | 74.4%-21.5pp | 76.0%-23.1pp | 67.9%-15.1pp |
| Annual return | 20.75% | 22.81%-2.1pp | 25.84%-5.1pp | 28.85%-8.1pp |
| Employer contribution / active EE | $1,785 | $2,244-20.4% | $2,965-39.8% | $2,588-31.0% |
| Participant deferral / active EE | $3,061 | $4,215-27.4% | $4,851-36.9% | $4,289-28.6% |
| Admin fee / account holder | $64 | $2,707-97.6% | $8,252-99.2% | $1,587-95.9% |