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 9-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 | $850 |
AMERICAN CENTURY4 years Service code 28 · EIN 20-0623152 | Investment Management | $0 |
COLUMBIA6+ years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
FRANKLIN TEMPLETON6+ years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
PIMCO FUNDS4 years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
Filed as: PRUDENTIAL JENNISON Service code 28 · EIN 22-3703799 | Investment Management | $0 |
T ROWE PRICE RPS INC5 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,282 | $28,601-22.1% | $71,735-68.9% | $66,914-66.7% |
| Participation rate | 32.2% | 56.7%-24.5pp | 62.3%-30.2pp | 69.8%-37.6pp |
| Annual return | -19.64% | -10.90%-8.7pp | 9.14%-28.8pp | 1.58%-21.2pp |
| Employer contribution / active EE | $636 | $1,104-42.4% | $1,704-62.7% | $2,544-75.0% |
| Participant deferral / active EE | $1,089 | $1,912-43.0% | $2,658-59.0% | $4,237-74.3% |
| Admin fee / account holder | $12 | $506-97.7% | $3,974-99.7% | $593-98.0% |