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 INC1+ years Filed as: T. ROWE PRICE Service code 13 · EIN 52-1309931 | Contract Administrator | $36,411 |
AB FUNDS1+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-3191825 | Investment Management | $0 |
COLUMBIA1+ years Filed as: COLUMBIA FUND Service code 28 · EIN 93-0577450 | Investment Management | $0 |
COLUMBIA1+ years Filed as: COLUMBIA FUNDS Service code 28 | Investment Management | $0 |
OPPENHEIMER1+ years Filed as: OPPENHEIMER FUNDS Service code 28 · EIN 13-2527171 | Investment Management | $0 |
T ROWE PRICE RPS INC1+ years Filed as: T. ROWER PRICE RPS, INC. Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,352 | $72,770-58.3% | $67,652-55.1% | $55,191-45.0% |
| Participation rate | 72.4% | 78.8%-6.3pp | 75.7%-3.2pp | 69.2%+3.3pp |
| Annual return | 2.68% | -3.26%+5.9pp | 6625.04%-6622.4pp | 10.78%-8.1pp |
| Employer contribution / active EE | $787 | $1,769-55.5% | $2,266-65.3% | $1,899-58.6% |
| Participant deferral / active EE | $2,170 | $3,408-36.3% | $3,560-39.0% | $3,046-28.8% |
| Admin fee / account holder | $43 | $79-45.7% | $4,821-99.1% | $91-52.9% |