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 6-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 year Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $600 |
DOUBLELINE CAPITAL LP1 year Filed as: DOUBLELINE Service code 28 333 S. GRAND AVE. · LOS ANGELES, CA 90071 | Investment Management | $0 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 28 711 HIGH ST. · DES MOINES, IA 503920001 | Investment Management | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,872 | $66,310-88.1% | $93,606-91.6% | $65,185-87.9% |
| Participation rate | 89.5% | 74.0%+15.5pp | 75.8%+13.6pp | 70.2%+19.3pp |
| Annual return | 35.65% | 42.58%-6.9pp | 32.76%+2.9pp | 29.38%+6.3pp |
| Employer contribution / active EE | $533 | $2,012-73.5% | $2,718-80.4% | $2,177-75.5% |
| Participant deferral / active EE | $4,609 | $3,342+37.9% | $4,069+13.3% | $3,514+31.2% |
| Admin fee / account holder | $4 | $6,897-99.9% | $7,888-100.0% | $847-99.6% |