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 INC4+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $1,860 |
AMERICAN CENTURY4+ years Filed as: AMERICAN CENTURY INVESTMENT MGT Service code 28 · EIN 20-0623152 | Investment Management | $0 |
BAIRD FUNDS4+ years Service code 28 615 E. MICHIGAN ST · MILWAUKEE, WI 53202 | Investment Management | $0 |
BLACK & PINCKARD LLC4+ years Filed as: BLACK ROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
COLUMBIA4+ years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS4+ years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
FRANKLIN TEMPLETON4+ years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
LOOMIS SAYLES4+ years Filed as: LOOMIS - SAYLES - NATIXIS - HANSBER Service code 28 · EIN 04-3200030 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT4+ years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
OAKMARK4+ years Service code 28 · EIN 04-3276558 | Investment Management | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,311 | $91,538+23.8% | $129,995-12.8% | $75,163+50.8% |
| Participation rate | 95.2% | 71.4%+23.7pp | 78.5%+16.7pp | 67.2%+28.0pp |
| Annual return | 20.22% | -631.11%+651.3pp | -137.18%+157.4pp | 160.62%-140.4pp |
| Employer contribution / active EE | $548 | $2,845-80.8% | $4,320-87.3% | $2,670-79.5% |
| Participant deferral / active EE | $3,580 | $4,341-17.5% | $5,820-38.5% | $4,125-13.2% |
| Admin fee / account holder | $180 | $6,790-97.3% | $10,614-98.3% | $5,651-96.8% |