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 INC5 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $24,525 |
AMERICAN FUNDS6 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
DODGE & COX6 years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
HARBOR5 years Filed as: HARBOR CAPITAL Service code 28 · EIN 04-2679462 | Investment Management | $0 |
INVESCO6 years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
T ROWE PRICE RPS INC5 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO FUNDS TRUST Service code 28 · EIN 41-0449260 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,273 | $64,871+120.9% | $129,110+11.0% | $66,914+114.1% |
| Participation rate | 86.5% | 74.0%+12.5pp | 77.3%+9.2pp | 69.8%+16.7pp |
| Annual return | -14.65% | -12.21%-2.4pp | -10.94%-3.7pp | 1.58%-16.2pp |
| Employer contribution / active EE | $13,329 | $3,741+256.3% | $5,052+163.9% | $2,544+423.9% |
| Participant deferral / active EE | $6,065 | $5,090+19.2% | $6,542-7.3% | $4,237+43.1% |
| Admin fee / account holder | $176 | $629-72.0% | $14,302-98.8% | $593-70.3% |