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 10-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 INC3+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $2,100 |
Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 6300 BEE CAVE ROAD BUILDING ONE · AUSTIN, TX 78746 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 ONE DESTINY WAY WAJ137 · WESTLAKE, TX 76262 | Investment Management | $0 |
Filed as: PRUDENTIAL Service code 28 · EIN 22-3703799 P.O. BOX 9658 · PROVIDENCE, RI 02940 | Investment Management | $0 |
VICTORY1 year Filed as: VICTORY FUNDS Service code 28 · EIN 13-2700161 127 PUBLIC SQUARE · CLEVELAND, OH 44114 | Investment Management | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,601 | $64,909-34.4% | $82,313-48.2% | $62,292-31.6% |
| Participation rate | 95.8% | 74.9%+21.0pp | 76.9%+18.9pp | 69.5%+26.3pp |
| Annual return | 22.23% | 21.18%+1.0pp | 25.88%-3.6pp | 28.90%-6.7pp |
| Employer contribution / active EE | $1,265 | $1,676-24.5% | $2,428-47.9% | $2,042-38.0% |
| Participant deferral / active EE | $4,286 | $3,103+38.1% | $3,706+15.6% | $3,169+35.2% |
| Admin fee / account holder | $16 | $440-96.4% | $5,608-99.7% | $479-96.7% |