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 |
|---|---|---|
AMERICAN CENTURY3 years Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 · EIN 20-0623152 | Investment Management | $0 |
BLACKROCK4+ years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS4+ 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 LLC4+ 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 INC4+ years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
T ROWE PRICE RPS INC4+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $0 |
TIAA4+ years Filed as: TIAA-CREF Service code 28 · EIN 13-1624203 | Investment Management | $0 |
THE VANGUARD GROUP, INC.4+ 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 | $8,433 | $48,335-82.6% | $121,098-93.0% | $71,457-88.2% |
| Participation rate | 80.6% | 54.3%+26.4pp | 69.5%+11.2pp | 67.9%+12.7pp |
| Annual return | 17.37% | 23.32%-5.9pp | 985.75%-968.4pp | 28.85%-11.5pp |
| Employer contribution / active EE | $682 | $1,489-54.2% | $4,164-83.6% | $2,588-73.6% |
| Participant deferral / active EE | $2,131 | $2,754-22.6% | $4,080-47.8% | $4,289-50.3% |
| Admin fee / account holder | $49 | $1,841-97.3% | $5,644-99.1% | $1,587-96.9% |