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 INC5 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $60,383 |
AMERICAN FUNDS6+ years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
BLACKROCK5 years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
CALVERT4 years Service code 28 · EIN 52-1233223 | Investment Management | $0 |
EATON VANCE6+ years Service code 28 · EIN 04-2718215 | Investment Management | $0 |
FRANKLIN TEMPLETON5 years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
INVESCO3 years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
LEGG MASON6+ years Service code 28 · EIN 52-1200960 | Investment Management | $0 |
LORD ABBETT2 years Service code 28 · EIN 13-3731507 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT5 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,429 | $50,458-2.0% | $159,960-69.1% | $64,808-23.7% |
| Participation rate | 90.2% | 68.0%+22.2pp | 78.0%+12.3pp | 71.5%+18.8pp |
| Annual return | -18.58% | -13.42%-5.2pp | 408.60%-427.2pp | 32.82%-51.4pp |
| Employer contribution / active EE | $2,624 | $1,722+52.4% | $4,226-37.9% | $2,506+4.7% |
| Participant deferral / active EE | $5,731 | $4,004+43.1% | $6,182-7.3% | $4,310+33.0% |
| Admin fee / account holder | $96 | $706-86.4% | $8,698-98.9% | $188-48.9% |