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 INC2+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $4,050 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
GOLDMAN SACHS1 year Service code 28 · EIN 13-3575636 | Investment Management | $0 |
INVESCO2+ years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
INVESCO2+ years Filed as: INVESCO FUNDS Service code 28 | Investment Management | $0 |
Filed as: JOHN HANCOCK Service code 28 · EIN 04-3483032 | Investment Management | $0 |
Filed as: JOHN HANCOCK FUNDS Service code 28 | Investment Management | $0 |
Filed as: PRUDENTIAL Service code 28 · EIN 22-3703799 | Investment Management | $0 |
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
T ROWE PRICE RPS INC2+ years Filed as: T.ROWE PRICE RPS, INC. Service code 15 | Recordkeeping | $0 |
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 | $97,288 | $46,732+108.2% | $156,549-37.9% | $55,167+76.4% |
| Participation rate | 97.0% | 65.8%+31.2pp | 84.0%+13.0pp | 69.0%+28.1pp |
| Annual return | 7.57% | 17.72%-10.1pp | 32.23%-24.7pp | 169.23%-161.7pp |
| Employer contribution / active EE | $3,450 | $2,105+63.9% | $5,501-37.3% | $1,963+75.8% |
| Participant deferral / active EE | $5,592 | $2,204+153.7% | $4,871+14.8% | $3,054+83.1% |
| Admin fee / account holder | $18 | $418-95.8% | $13,027-99.9% | $504-96.5% |