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 INC2+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $7,940 |
AMERICAN CENTURY2+ years Filed as: AMERICAN CENTURY INVESTMENT MGT Service code 28 · EIN 20-0623152 | Investment Management | $0 |
BAIRD FUNDS2+ years Service code 28 615 E. MICHIGAN ST · MILWAUKEE, WI 53202 | Investment Management | $0 |
BLACK & PINCKARD LLC2+ years Filed as: BLACK ROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
COLUMBIA2+ years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS2+ years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
FRANKLIN TEMPLETON2+ years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
LOOMIS SAYLES2+ years Filed as: LOOMIS - SAYLES - NATIXIS - HANSBER Service code 28 · EIN 04-3200030 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT2+ years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
OAKMARK2+ years Service code 28 · EIN 04-3276558 | Investment Management | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $100,900 | $99,985+0.9% | $146,665-31.2% | $85,850+17.5% |
| Participation rate | 96.6% | 73.1%+23.5pp | 80.1%+16.5pp | 69.3%+27.2pp |
| Annual return | 14.25% | 18.93%-4.7pp | 22.74%-8.5pp | 318.53%-304.3pp |
| Employer contribution / active EE | $562 | $2,559-78.0% | $4,136-86.4% | $2,565-78.1% |
| Participant deferral / active EE | $3,000 | $4,006-25.1% | $5,506-45.5% | $3,952-24.1% |
| Admin fee / account holder | $48 | $7,702-99.4% | $10,280-99.5% | $6,260-99.2% |