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 | $79,306 |
SS&C1 year Service code 28 30 BRAINTREE HILL PARK · BRAINTREE, MA 021848747 | Investment Management | $7,250 |
AMERICAN REALTY ADVISORS3 years Filed as: AM FUNDS AMERICAN BALANCED R6 Service code 28 | Investment Management | $0 |
AMERICAN FUNDS7 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
BLACKROCK3 years Service code 28 · EIN 04-6171663 | Investment Management | $0 |
CALVERT3 years Filed as: CALVERT SMALL Service code 28 · EIN 52-1233223 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JPMORGAN Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Filed as: MET WEST Service code 28 · EIN 95-4597302 | Investment Management | $0 |
MET WEST FUNDS7 years Service code 28 | Investment Management | $0 |
Employer contribution per participant 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 | $56,759 | $119,446-52.5% | $150,045-62.2% | $85,563-33.7% |
| Participation rate | 95.1% | 75.4%+19.7pp | 82.3%+12.8pp | 66.0%+29.2pp |
| Annual return | 16.59% | 23.72%-7.1pp | 62.55%-46.0pp | 31.51%-14.9pp |
| Employer contribution / active EE | $800 | $4,078-80.4% | $4,693-83.0% | $2,654-69.9% |
| Participant deferral / active EE | $6,706 | $7,985-16.0% | $7,997-16.1% | $4,375+53.3% |
| Admin fee / account holder | $138 | $548-74.8% | $13,435-99.0% | $834-83.5% |