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 |
|---|---|---|
DIMENSIONAL FUND ADVISORS7 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 |
INVESCO2 years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Filed as: PRUDENTIAL JENNISON Service code 28 · EIN 22-3703799 | Investment Management | $0 |
T ROWE PRICE RPS INC6 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
T ROWE PRICE RPS INC9+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $0 |
VICTORY7 years Filed as: VICTORY FUNDS Service code 28 · EIN 13-2700161 | Investment Management | $0 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO FUNDS TRUST Service code 28 · EIN 41-0449260 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,732 | $76,050-17.5% | $96,544-35.0% | $71,457-12.2% |
| Participation rate | 93.6% | 74.4%+19.2pp | 76.0%+17.6pp | 67.9%+25.7pp |
| Annual return | 22.40% | 22.81%-0.4pp | 25.84%-3.4pp | 28.85%-6.4pp |
| Employer contribution / active EE | $2,269 | $2,244+1.1% | $2,965-23.5% | $2,588-12.3% |
| Participant deferral / active EE | $7,561 | $4,215+79.4% | $4,851+55.9% | $4,289+76.3% |
| Admin fee / account holder | $23 | $2,707-99.2% | $8,252-99.7% | $1,587-98.6% |