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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $17,968 |
AMERICAN CENTURY2 years Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-6056833 | Indirect Investment Fees | $0 |
OPPENHEIMER2 years Service code 52 · EIN 84-1120195 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1151266 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,233 | $73,404-68.3% | $87,100-73.3% | $67,579-65.6% |
| Participation rate | 75.0% | 80.9%-5.9pp | 76.9%-1.9pp | 71.3%+3.7pp |
| Annual return | 2.00% | 48.29%-46.3pp | 28.19%-26.2pp | 378.56%-376.6pp |
| Employer contribution / active EE | $161 | $2,014-92.0% | $2,521-93.6% | $2,148-92.5% |
| Participant deferral / active EE | $787 | $3,913-79.9% | $4,049-80.6% | $3,539-77.8% |
| Admin fee / account holder | $37 | $142-74.0% | $7,497-99.5% | $142-74.2% |