See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $55,792 |
AMERICAN FUNDS1+ years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
BLACKROCK1+ years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT1+ years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
T ROWE PRICE RPS INC1+ years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO FUNDS TRUST Service code 28 · EIN 41-0449260 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,601 | $95,388-73.2% | $125,339-79.6% | $77,904-67.1% |
| Participation rate | 15.3% | 78.6%-63.3pp | 82.4%-67.0pp | 73.7%-58.3pp |
| Annual return | -16.59% | 116.19%-132.8pp | 572.05%-588.6pp | 12.21%-28.8pp |
| Employer contribution / active EE | $469 | $3,666-87.2% | $4,814-90.3% | $2,848-83.5% |
| Participant deferral / active EE | $748 | $7,711-90.3% | $7,446-90.0% | $4,806-84.4% |
| Admin fee / account holder | $67 | $119-43.6% | $10,010-99.3% | $133-49.5% |