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 9-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 INC3 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $1,850 |
ALLSPRING3 years Service code 15 1415 VANTAGE PARK DR · CHARLOTTE, NC 28203 | Recordkeeping | $0 |
BEACON POINTE ADVISORS LLC3 years Filed as: AM BEACON Service code 15 · EIN 75-2401150 | Recordkeeping | $0 |
AB FUNDS3 years Filed as: AM FUNDS Service code 15 · EIN 95-1411037 | Recordkeeping | $0 |
WITHUMSMITH+BROWN, PC3 years Filed as: BROWN ADVISORY Service code 15 · EIN 52-1952888 | Recordkeeping | $0 |
BUFFALO FUNDS3 years Filed as: BUFFALO DISCOVERY Service code 15 · EIN 48-1069845 | Recordkeeping | $0 |
COLUMBIA3 years Service code 15 · EIN 94-1441976 | Recordkeeping | $0 |
COLUMBIA3 years Filed as: COLUMBIA SMALL CAP FUND Service code 15 · EIN 94-1441976 | Recordkeeping | $0 |
FEDERATED3 years Service code 28 | Investment Management | $0 |
FEDERATED3 years Filed as: FEDERATED HERMES Service code 15 · EIN 25-1111467 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,843 | $88,360+40.2% | $145,433-14.8% | $67,986+82.2% |
| Participation rate | 91.6% | 65.5%+26.1pp | 82.1%+9.5pp | 57.2%+34.4pp |
| Annual return | 19.75% | 63.15%-43.4pp | 66.58%-46.8pp | 31.67%-11.9pp |
| Employer contribution / active EE | $7,416 | $3,054+142.8% | $4,554+62.8% | $2,019+267.3% |
| Participant deferral / active EE | $13,497 | $5,932+127.5% | $7,897+70.9% | $3,358+301.9% |
| Admin fee / account holder | $38 | $3,313-98.9% | $13,129-99.7% | $3,203-98.8% |