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 | $100,923+22.7% | $150,045-17.5% | $74,304+66.7% |
| Participation rate | 91.6% | 70.1%+21.5pp | 82.3%+9.3pp | 60.3%+31.2pp |
| Annual return | 19.75% | 51.77%-32.0pp | 62.55%-42.8pp | 29.43%-9.7pp |
| Employer contribution / active EE | $7,416 | $3,463+114.1% | $4,693+58.0% | $2,241+230.9% |
| Participant deferral / active EE | $13,497 | $6,709+101.2% | $7,997+68.8% | $3,767+258.3% |
| Admin fee / account holder | $38 | $2,767-98.6% | $13,435-99.7% | $2,969-98.7% |