Filed February 16, 2021 (most recent of 5 filings on file)
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 4-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 INC1 year Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1714114 | Recordkeeping | $4,810 |
BLACKROCK1 year Filed as: BLACKROCK INST TRUST COMPANY, N.A. Service code 28 · EIN 94-3112180 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RSP, INC. Service code 15 | Recordkeeping | $0 |
THE VANGUARD GROUP, INC.1 year Service code 28 · EIN 23-1945930 | Investment Management | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,736 | $331,159-97.4% | $112,887-92.3% | $74,419-88.3% |
| Participation rate | 88.0% | 81.4%+6.6pp | 80.5%+7.5pp | 70.7%+17.3pp |
| Annual return | 148.83% | 21.62%+127.2pp | 34.10%+114.7pp | 34.38%+114.4pp |
| Employer contribution / active EE | $3,406 | $5,469-37.7% | $4,563-25.4% | $2,637+29.1% |
| Participant deferral / active EE | $2,491 | $8,097-69.2% | $6,513-61.8% | $4,528-45.0% |
| Admin fee / account holder | $42 | $281-85.1% | $7,047-99.4% | $348-88.0% |