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 8-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 | $71,337 |
AMERICAN FUNDS4+ years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
BLACKROCK3 years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
CALVERT2 years Service code 28 · EIN 52-1233223 | Investment Management | $0 |
EATON VANCE4+ years Service code 28 · EIN 04-2718215 | Investment Management | $0 |
FRANKLIN TEMPLETON3 years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
INVESCO1 year Service code 28 · EIN 26-4521338 | Investment Management | $0 |
LEGG MASON4+ years Service code 28 · EIN 52-1200960 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT3 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
PIMCO FUNDS3 years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $61,460 | $56,152+9.5% | $185,823-66.9% | $73,409-16.3% |
| Participation rate | 95.1% | 67.6%+27.5pp | 78.0%+17.1pp | 72.2%+22.9pp |
| Annual return | 18.94% | 17.59%+1.4pp | 35.95%-17.0pp | 59.29%-40.3pp |
| Employer contribution / active EE | $1,901 | $1,532+24.1% | $4,087-53.5% | $2,234-14.9% |
| Participant deferral / active EE | $4,845 | $3,659+32.4% | $5,632-14.0% | $3,805+27.3% |
| Admin fee / account holder | $149 | $132+12.6% | $9,500-98.4% | $158-5.9% |