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 INC8 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $115,518 |
Filed as: ALLIANCE GLOBAL FUNDS Service code 28 | Investment Management | $0 |
AB FUNDS6 years Filed as: ALLIANCEBERNSTEIN Service code 28 1345 AVENUE OF THE AMERICAS · NEW YORK, NY 10105 | Investment Management | $0 |
AMERICAN CENTURY6 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 · EIN 20-0623152 | Investment Management | $0 |
AMERICAN FUNDS8 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
BLACKROCK3 years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
CALVERT3 years Filed as: CALVERT GROUP Service code 28 · EIN 52-1233223 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
MET WEST FUNDS7 years Service code 28 865 SOUTH FIGUEROA STREET · LOS ANGELES, CA 90017 | Investment Management | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,702 | $79,184+157.3% | $102,438+98.9% | $74,546+173.3% |
| Participation rate | 83.2% | 74.8%+8.4pp | 76.5%+6.7pp | 67.2%+15.9pp |
| Annual return | 14.48% | 54.95%-40.5pp | 29.37%-14.9pp | 1366.03%-1351.6pp |
| Employer contribution / active EE | $2,603 | $2,362+10.2% | $3,024-13.9% | $2,624-0.8% |
| Participant deferral / active EE | $9,898 | $4,414+124.2% | $5,054+95.9% | $4,347+127.7% |
| Admin fee / account holder | $592 | $2,001-70.4% | $9,448-93.7% | $1,944-69.5% |