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 9-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 INC6 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $1,600 |
AMERICAN REALTY ADVISORS9 years Filed as: AMERICAN BEACON FUNDS Service code 28 | Investment Management | $0 |
AMERICAN FUNDS3 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
BUFFALO FUNDS6 years Filed as: BUFFALO FUNDS, THE Service code 28 · EIN 48-1069845 | Investment Management | $0 |
COHEN & STEERS5 years Filed as: COHEN & STEERS FUNDS Service code 28 · EIN 14-1904657 | Investment Management | $0 |
COLUMBIA5 years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
INVESCO6 years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT9 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
PIONEER5 years Service code 28 · EIN 13-5657669 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $72,396-100.0% | $67,511-100.0% | $145,959-100.0% |
| Participation rate | 0.0% | 76.9%-76.9pp | 72.9%-72.9pp | 80.3%-80.3pp |
| Annual return | -1.69% | 7194.07%-7195.8pp | 3517.41%-3519.1pp | 561.95%-563.6pp |
| Employer contribution / active EE | $0 | $3,071-100.0% | $2,733-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $4,781-100.0% | $4,000-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $5,538-100.0% | $3,999-100.0% | $13,398-100.0% |