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 INC4 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $12,742 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
PIMCO FUNDS5 years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
T ROWE PRICE RPS INC5 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,212 | $79,184+104.9% | $102,438+58.4% | $74,546+117.6% |
| Participation rate | 91.6% | 74.8%+16.8pp | 76.5%+15.1pp | 67.2%+24.4pp |
| Annual return | 14.27% | 54.95%-40.7pp | 29.37%-15.1pp | 1366.03%-1351.8pp |
| Employer contribution / active EE | $4,593 | $2,362+94.5% | $3,024+51.9% | $2,624+75.0% |
| Participant deferral / active EE | $8,499 | $4,414+92.5% | $5,054+68.2% | $4,347+95.5% |
| Admin fee / account holder | $106 | $2,001-94.7% | $9,448-98.9% | $1,944-94.5% |