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 |
|---|---|---|
MORNINGSTAR2+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $2,245 |
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE RPS INC. Service code 15 · EIN 52-1714114 | Recordkeeping | $1,138 |
OPPENHEIMER2+ years Filed as: OPPENHEIMER FUND Service code 28 · EIN 13-2527171 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $143,447 | $56,640+153.3% | $80,975+77.1% | $57,658+148.8% |
| Participation rate | 72.3% | 75.9%-3.6pp | 75.8%-3.5pp | 70.2%+2.0pp |
| Annual return | 6.71% | 19.97%-13.3pp | 17.10%-10.4pp | 5.13%+1.6pp |
| Employer contribution / active EE | $0 | $2,085-100.0% | $3,714-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $5,134 | $4,944+3.8% | $5,696-9.9% | $3,061+67.7% |
| Admin fee / account holder | $0 | $87-100.0% | $5,516-100.0% | $95-100.0% |