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 INC8 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $8,905 |
AMERICAN CENTURY2 years Filed as: AMERICAN CENTURY INVESTMENTS Service code 28 · EIN 20-0623152 | Investment Management | $0 |
AMERICAN FUNDS5 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
BLACKROCK2 years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
COLUMBIA8 years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS6 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
EATON VANCE5 years Service code 28 · EIN 04-2718215 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
MET WEST FUNDS4 years Service code 28 · EIN 95-4597302 | 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 | $58,931 | $79,171-25.6% | $102,423-42.5% | $74,495-20.9% |
| Participation rate | 62.3% | 74.8%-12.5pp | 76.5%-14.2pp | 67.2%-4.9pp |
| Annual return | 14.38% | 54.93%-40.6pp | 29.32%-14.9pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $2,249 | $2,362-4.8% | $3,023-25.6% | $2,623-14.3% |
| Participant deferral / active EE | $4,005 | $4,415-9.3% | $5,053-20.7% | $4,346-7.9% |
| Admin fee / account holder | $68 | $2,001-96.6% | $9,451-99.3% | $1,942-96.5% |