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 5-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 INC3+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $6,342 |
AMERICAN CENTURY2 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 · EIN 20-0623152 | Investment Management | $0 |
BLACKROCK3+ years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS3+ years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
Filed as: PRUDENTIAL JENNISON Service code 28 · EIN 22-3703799 | Investment Management | $0 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: SCHWABE, WILLIAMSON & WYATT Service code 28 1211 SOUTHWEST 5TH AVE., SUITE 1900 · PORTLAND, OR 97204 | Investment Management | $0 |
T ROWE PRICE RPS INC3+ years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
TIAA3+ years Filed as: TIAA-CREF Service code 28 · EIN 13-1624203 | Investment Management | $0 |
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD GROUP Service code 28 · EIN 23-1945930 | Investment Management | $0 |
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 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 | $5,949 | $45,602-87.0% | $117,472-94.9% | $66,914-91.1% |
| Participation rate | 79.2% | 57.6%+21.6pp | 70.6%+8.6pp | 69.8%+9.4pp |
| Annual return | -14.15% | -16.74%+2.6pp | 29.74%-43.9pp | 1.58%-15.7pp |
| Employer contribution / active EE | $488 | $1,579-69.1% | $4,176-88.3% | $2,544-80.8% |
| Participant deferral / active EE | $1,581 | $2,845-44.4% | $4,070-61.1% | $4,237-62.7% |
| Admin fee / account holder | $24 | $661-96.3% | $5,645-99.6% | $593-95.9% |