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 INC4 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $10,257 |
AMERICAN REALTY ADVISORS7 years Filed as: AMERICAN BEACON FUNDS Service code 28 | Investment Management | $0 |
AMERICAN FUNDS1 year Service code 28 · EIN 95-1411037 | Investment Management | $0 |
BUFFALO FUNDS4 years Filed as: BUFFALO FUNDS, THE Service code 28 · EIN 48-1069845 | Investment Management | $0 |
COHEN & STEERS3 years Filed as: COHEN & STEERS FUNDS Service code 28 · EIN 14-1904657 | Investment Management | $0 |
COLUMBIA3 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 |
INVESCO4 years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT7 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
PIONEER3 years Service code 28 · EIN 13-5657669 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,528 | $60,989-49.9% | $60,874-49.8% | $66,914-54.4% |
| Participation rate | 37.1% | 74.5%-37.4pp | 73.1%-36.0pp | 69.8%-32.7pp |
| Annual return | -16.62% | -9.60%-7.0pp | 16.90%-33.5pp | 1.58%-18.2pp |
| Employer contribution / active EE | $0 | $2,661-100.0% | $2,701-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $935 | $3,615-74.1% | $3,817-75.5% | $4,237-77.9% |
| Admin fee / account holder | $168 | $338-50.3% | $3,224-94.8% | $593-71.7% |