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 INC6 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $16,905 |
AMERICAN FUNDS7 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
DODGE & COX7 years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
HARBOR6 years Filed as: HARBOR CAPITAL Service code 28 · EIN 04-2679462 | Investment Management | $0 |
INVESCO7 years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
T ROWE PRICE RPS INC6 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
WELLS FARGO BANK, N.A.6 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,861 | $72,137+102.2% | $142,449+2.4% | $71,457+104.1% |
| Participation rate | 90.3% | 71.7%+18.6pp | 76.8%+13.5pp | 67.9%+22.4pp |
| Annual return | 13.66% | 21.15%-7.5pp | 19.99%-6.3pp | 28.85%-15.2pp |
| Employer contribution / active EE | $12,899 | $3,793+240.1% | $4,847+166.1% | $2,588+398.5% |
| Participant deferral / active EE | $6,108 | $5,280+15.7% | $6,283-2.8% | $4,289+42.4% |
| Admin fee / account holder | $108 | $1,433-92.4% | $10,011-98.9% | $1,587-93.2% |