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 | $53,501 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN BEACON FUNDS Service code 28 · EIN 75-2401150 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS3 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
EAGLEASSET3 years Service code 28 · EIN 04-2718215 | Investment Management | $0 |
INVESCO3 years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
JANUS HENDERSON3 years Filed as: JANUS FUNDS Service code 28 · EIN 43-1804048 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
PIMCO FUNDS3 years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
PRICIPAL FUNDS3 years Service code 28 711 HIGH STREET · DES MOINES, IA 50392 | Investment Management | $0 |
Filed as: PRUDENTIAL JENNISON Service code 28 · EIN 22-3703799 | Investment Management | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $84,738 | $78,485+8.0% | $106,213-20.2% | $74,495+13.8% |
| Participation rate | 94.3% | 72.8%+21.4pp | 75.3%+19.0pp | 67.2%+27.1pp |
| Annual return | 13.71% | 15.95%-2.2pp | 116.14%-102.4pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $8,613 | $2,523+241.4% | $3,171+171.6% | $2,623+228.4% |
| Participant deferral / active EE | $8,620 | $4,322+99.4% | $5,016+71.8% | $4,346+98.3% |
| Admin fee / account holder | $317 | $2,232-85.8% | $11,033-97.1% | $1,942-83.7% |