See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $540 |
PIMCO FUNDS5+ years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
T ROWE PRICE RPS INC4+ years Filed as: T. ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
TIAA4+ years Filed as: TIAA-CREF Service code 28 · EIN 13-1624203 | Investment Management | $0 |
VICTORY4+ years Filed as: VICTORY FUNDS Service code 28 · EIN 13-2700161 | Investment Management | $0 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO FUNDS Service code 28 · EIN 41-0449260 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,255 | $78,781-27.3% | $100,516-43.0% | $73,409-22.0% |
| Participation rate | 88.5% | 80.0%+8.5pp | 79.4%+9.1pp | 72.2%+16.4pp |
| Annual return | 20.04% | 31.69%-11.6pp | 30.89%-10.9pp | 59.29%-39.3pp |
| Employer contribution / active EE | $826 | $2,420-65.9% | $3,418-75.8% | $2,234-63.0% |
| Participant deferral / active EE | $8,202 | $6,537+25.5% | $6,270+30.8% | $3,805+115.5% |
| Admin fee / account holder | $1 | $145-99.1% | $8,081-100.0% | $158-99.2% |