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 | $3,350 |
AMERICAN CENTURY3+ years Filed as: AMERICAN CENTURY INVESTMENT MGT Service code 28 · EIN 20-0623152 | Investment Management | $0 |
BAIRD FUNDS3+ years Service code 28 615 E. MICHIGAN ST · MILWAUKEE, WI 53202 | Investment Management | $0 |
BLACK & PINCKARD LLC3+ years Filed as: BLACK ROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
COLUMBIA3+ years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS3+ years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
FRANKLIN TEMPLETON3+ years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
LOOMIS SAYLES3+ years Filed as: LOOMIS - SAYLES - NATIXIS - HANSBER Service code 28 · EIN 04-3200030 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT3+ years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
OAKMARK3+ years Service code 28 · EIN 04-3276558 | Investment Management | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $91,160 | $81,900+11.3% | $119,609-23.8% | $68,494+33.1% |
| Participation rate | 95.7% | 71.9%+23.8pp | 79.3%+16.4pp | 67.9%+27.8pp |
| Annual return | -21.95% | -23.82%+1.9pp | -14.97%-7.0pp | -7.84%-14.1pp |
| Employer contribution / active EE | $573 | $2,693-78.7% | $4,232-86.5% | $2,596-77.9% |
| Participant deferral / active EE | $3,054 | $4,148-26.4% | $5,602-45.5% | $4,027-24.2% |
| Admin fee / account holder | $109 | $6,582-98.3% | $10,323-98.9% | $5,403-98.0% |