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 INC7 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $25,165 |
AMERICAN FUNDS8 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
DODGE & COX8 years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
HARBOR7 years Filed as: HARBOR CAPITAL Service code 28 · EIN 04-2679462 | Investment Management | $0 |
INVESCO8 years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
T ROWE PRICE RPS INC7 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
WELLS FARGO BANK, N.A.7 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 | $172,482 | $79,700+116.4% | $153,485+12.4% | $74,495+131.5% |
| Participation rate | 90.4% | 69.8%+20.6pp | 77.1%+13.3pp | 67.2%+23.2pp |
| Annual return | 11.55% | 15.07%-3.5pp | 15.65%-4.1pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $12,627 | $4,016+214.4% | $5,039+150.6% | $2,623+381.4% |
| Participant deferral / active EE | $6,541 | $5,315+23.1% | $6,757-3.2% | $4,346+50.5% |
| Admin fee / account holder | $162 | $1,790-90.9% | $12,724-98.7% | $1,942-91.6% |