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 3-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 |
|---|---|---|
Filed as: SMITH ELLIOTT KEARNS & COMPANY, LLC Service code 10 · EIN 52-0783935 | Accounting | $24,473 |
T ROWE PRICE RPS INC3+ years Filed as: T. ROWE PRICE TRUST COMPANY Service code 15 · EIN 52-1309931 | Recordkeeping | $3,205 |
JANUS HENDERSON3+ years Filed as: JANUS FUNDS Service code 28 · EIN 43-1804048 | Investment Management | $0 |
PIMCO FUNDS3+ years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
PIMCO FUNDS3+ years Filed as: PIMCO TOTAL RETURN ADMIN Service code 28 | Investment Management | $0 |
T ROWE PRICE RPS INC3+ years Filed as: T. ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $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 | $110,622 | $87,870+25.9% | $113,168-2.2% | $74,304+48.9% |
| Participation rate | 99.4% | 70.7%+28.7pp | 76.6%+22.8pp | 60.3%+39.1pp |
| Annual return | 9.12% | 26.44%-17.3pp | 24.27%-15.1pp | 29.43%-20.3pp |
| Employer contribution / active EE | $0 | $2,277-100.0% | $2,975-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $5,640 | $4,241+33.0% | $5,107+10.4% | $3,767+49.7% |
| Admin fee / account holder | $147 | $3,368-95.6% | $12,068-98.8% | $2,969-95.0% |