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 | $19,950 |
AMERICAN FUNDS3 years Service code 28 · EIN 95-1411037 | 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 |
HARBOR2 years Filed as: HARBOR CAPITAL Service code 28 · EIN 04-2679462 | Investment Management | $0 |
INVESCO3 years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
T ROWE PRICE RPS INC2 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO FUNDS TRUST Service code 28 · EIN 41-0449260 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,258 | $67,703+74.7% | $127,761-7.4% | $65,185+81.4% |
| Participation rate | 79.4% | 74.5%+4.9pp | 79.0%+0.4pp | 70.2%+9.2pp |
| Annual return | 18.01% | 24.36%-6.4pp | 26.14%-8.1pp | 29.38%-11.4pp |
| Employer contribution / active EE | $6,661 | $3,724+78.9% | $4,574+45.6% | $2,177+206.0% |
| Participant deferral / active EE | $4,765 | $4,787-0.5% | $6,021-20.9% | $3,514+35.6% |
| Admin fee / account holder | $164 | $618-73.6% | $9,395-98.3% | $847-80.7% |