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 INC10+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $9,807 |
ALLSPRING1 year Filed as: ALLSPRING GLOBAL FUNDS Service code 28 525 MARKET STREET · SAN FRANCISCO, CA 94105 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS8 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 |
MORGAN STANLEY SMITH BARNEY3 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 INC7 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
VICTORY8 years Filed as: VICTORY FUNDS Service code 28 · EIN 13-2700161 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,761 | $79,171+4.5% | $102,423-19.2% | $74,495+11.1% |
| Participation rate | 88.4% | 74.8%+13.6pp | 76.5%+11.9pp | 67.2%+21.2pp |
| Annual return | 13.29% | 54.93%-41.6pp | 29.32%-16.0pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $2,790 | $2,362+18.1% | $3,023-7.7% | $2,623+6.4% |
| Participant deferral / active EE | $9,660 | $4,415+118.8% | $5,053+91.2% | $4,346+122.3% |
| Admin fee / account holder | $40 | $2,001-98.0% | $9,451-99.6% | $1,942-97.9% |