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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,759 | $110,483-48.6% | $145,433-61.0% | $79,634-28.7% |
| Participation rate | 95.1% | 71.1%+24.0pp | 82.1%+13.0pp | 62.5%+32.6pp |
| Annual return | 16.59% | 24.62%-8.0pp | 66.58%-50.0pp | 36.46%-19.9pp |
| Employer contribution / active EE | $800 | $4,053-80.3% | $4,554-82.4% | $2,529-68.4% |
| Participant deferral / active EE | $6,706 | $7,216-7.1% | $7,897-15.1% | $3,835+74.9% |
| Admin fee / account holder | $138 | $680-79.7% | $13,129-98.9% | $1,002-86.2% |