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 INC6 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $64,238 |
AB FUNDS1 year Filed as: ALLIANCE BERNSTEIN FUNDS Service code 28 501 COMMERCE STREET · NASHVILLE, TN 37203 | Investment Management | $0 |
ALLSPRING1 year Filed as: ALLSPRING GLOBAL FUNDS Service code 28 525 MARKET STREET · SAN FRANCISCO, CA 94105 | Investment Management | $0 |
AMERICAN FUNDS7+ years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
BLACKROCK6 years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
CALVERT5 years Service code 28 · EIN 52-1233223 | Investment Management | $0 |
EATON VANCE7+ years Service code 28 · EIN 04-2718215 | Investment Management | $0 |
LEGG MASON7+ years Service code 28 · EIN 52-1200960 | Investment Management | $0 |
LORD ABBETT3 years Service code 28 · EIN 13-3731507 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT6 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,154 | $56,638+9.7% | $169,368-63.3% | $74,419-16.5% |
| Participation rate | 98.8% | 67.5%+31.2pp | 77.1%+21.6pp | 70.7%+28.0pp |
| Annual return | 18.45% | 24.75%-6.3pp | 405.60%-387.2pp | 34.38%-15.9pp |
| Employer contribution / active EE | $2,677 | $2,027+32.1% | $4,013-33.3% | $2,637+1.5% |
| Participant deferral / active EE | $6,504 | $4,223+54.0% | $6,221+4.6% | $4,528+43.6% |
| Admin fee / account holder | $108 | $307-64.7% | $9,003-98.8% | $348-68.9% |