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 INC7 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $77,492 |
AB FUNDS2 years Filed as: ALLIANCE BERNSTEIN FUNDS Service code 28 501 COMMERCE STREET · NASHVILLE, TN 37203 | Investment Management | $0 |
ALLSPRING2 years Filed as: ALLSPRING GLOBAL FUNDS Service code 28 525 MARKET STREET · SAN FRANCISCO, CA 94105 | Investment Management | $0 |
ALLSPRING1 year Filed as: ALLSPRING SPECIAL SMALL-CAP VAL R Service code 28 | Investment Management | $0 |
AMERICAN REALTY ADVISORS1 year Filed as: AM FUNDS AMERICAN BALANCED R6 Service code 28 | Investment Management | $0 |
AMERICAN FUNDS8+ years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN NEW WORLD R6 Service code 28 | Investment Management | $0 |
BLACKROCK7 years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
BLACKROCK1 year Filed as: BLACKROCK MIDCAP GROWTH EQ K Service code 28 | Investment Management | $0 |
CALVERT6 years Service code 28 · EIN 52-1233223 | Investment Management | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,225 | $77,314+52.9% | $177,989-33.6% | $80,856+46.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 14.81% | 18.09%-3.3pp | 294.48%-279.7pp | 35.59%-20.8pp |
| Employer contribution / active EE | $8,074 | $2,292+252.2% | $3,949+104.5% | $2,755+193.1% |
| Participant deferral / active EE | $22,059 | $4,411+400.1% | $6,276+251.5% | $4,296+413.5% |
| Admin fee / account holder | $255 | $7,191-96.5% | $10,363-97.5% | $6,918-96.3% |