See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $22,106 |
AMERICAN FUNDS5+ years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
BLACKROCK4 years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
COLUMBIA5+ years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
FEDERATED5+ years Filed as: FEDERATED FUNDS Service code 28 · EIN 25-1111467 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
THE HARTFORD5+ years Filed as: HARTFORD MUTUAL FUNDS Service code 28 · EIN 13-3317783 | Investment Management | $0 |
INVESCO1 year Service code 28 · EIN 26-4521338 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
PIMCO FUNDS5+ years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,467 | $52,122-68.4% | $104,294-84.2% | $64,808-74.6% |
| Participation rate | 36.7% | 56.0%-19.4pp | 73.3%-36.6pp | 71.5%-34.8pp |
| Annual return | -16.83% | 13.26%-30.1pp | 24.61%-41.4pp | 32.82%-49.7pp |
| Employer contribution / active EE | $712 | $1,627-56.3% | $3,372-78.9% | $2,506-71.6% |
| Participant deferral / active EE | $2,233 | $2,823-20.9% | $4,625-51.7% | $4,310-48.2% |
| Admin fee / account holder | $127 | $155-17.8% | $7,339-98.3% | $188-32.3% |