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 10-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 | $16,080 |
AMERICAN CENTURY1 year Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 · EIN 20-2653265 | Investment Management | $0 |
AMERICAN FUNDS1 year Service code 15 · EIN 95-1411037 | Recordkeeping | $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 |
EAGLEASSET4+ years Service code 28 · EIN 59-3171014 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
Filed as: FIDELITY FUNDS Service code 28 | Investment Management | $0 |
Filed as: FIDELLITY Service code 28 | Investment Management | $0 |
FRANKLIN TEMPLETON4+ years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $54,831 | $73,102-25.0% | $123,544-55.6% | $56,287-2.6% |
| Participation rate | 65.4% | 74.3%-8.9pp | 82.3%-16.9pp | 69.9%-4.4pp |
| Annual return | -5.53% | 3.01%-8.5pp | 119.20%-124.7pp | -9.96%+4.4pp |
| Employer contribution / active EE | $1,824 | $2,977-38.7% | $4,628-60.6% | $2,111-13.6% |
| Participant deferral / active EE | $7,299 | $5,423+34.6% | $6,426+13.6% | $3,350+117.9% |
| Admin fee / account holder | $75 | $554-86.5% | $9,284-99.2% | $521-85.6% |