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 INC5+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $1,250 |
DIMENSIONAL FUND ADVISORS3 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
OPPENHEIMER2 years Filed as: OPPENHEIMER FUNDS Service code 28 · EIN 13-2527171 | Investment Management | $0 |
Filed as: PRUDENTIAL JENNISON Service code 28 · EIN 22-3703799 | Investment Management | $0 |
T ROWE PRICE RPS INC2 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
VICTORY3 years Filed as: VICTORY FUNDS Service code 28 · EIN 13-2700161 | Investment Management | $0 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO FUNDS TRUST Service code 28 · EIN 41-0449260 | 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 | $47,594 | $65,376-27.2% | $87,100-45.4% | $65,185-27.0% |
| Participation rate | 94.0% | 75.3%+18.7pp | 76.9%+17.2pp | 70.2%+23.8pp |
| Annual return | 24.67% | 31.27%-6.6pp | 28.19%-3.5pp | 29.38%-4.7pp |
| Employer contribution / active EE | $2,040 | $1,822+11.9% | $2,521-19.1% | $2,177-6.3% |
| Participant deferral / active EE | $5,504 | $3,388+62.4% | $4,049+35.9% | $3,514+56.6% |
| Admin fee / account holder | $7 | $520-98.6% | $7,497-99.9% | $847-99.2% |