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 INC5 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $9,659 |
AMERICAN REALTY ADVISORS8 years Filed as: AMERICAN BEACON FUNDS Service code 28 | Investment Management | $0 |
AMERICAN FUNDS2 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
BUFFALO FUNDS5 years Filed as: BUFFALO FUNDS, THE Service code 28 · EIN 48-1069845 | Investment Management | $0 |
COHEN & STEERS4 years Filed as: COHEN & STEERS FUNDS Service code 28 · EIN 14-1904657 | Investment Management | $0 |
COLUMBIA4 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 |
INVESCO5 years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT8 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
PIONEER4 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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,953 | $46,553-67.9% | $64,056-76.7% | $75,163-80.1% |
| Participation rate | 0.0% | 65.9%-65.9pp | 72.3%-72.3pp | 67.2%-67.2pp |
| Annual return | 9.33% | 26.03%-16.7pp | 33.69%-24.4pp | 160.62%-151.3pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,706 | $2,837-39.9% | $3,880-56.0% | $4,125-58.7% |
| Admin fee / account holder | $276 | $2,952-90.7% | $3,068-91.0% | $5,651-95.1% |