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 INC7 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $28,830 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RETIREMENT PLAN SERVI Service code 28 PO BOX 64012 · BALTIMORE, MD 212644012 | Investment Management | $650 |
AMERICAN CENTURY2 years Filed as: AMERICAN CENTURY INVESTMENTS Service code 28 · EIN 20-0623152 | Investment Management | $0 |
AMERICAN FUNDS2 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
PIMCO FUNDS2 years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
Filed as: PRINCIPAL FUNDS Service code 28 · EIN 42-1520346 | Investment Management | $0 |
T ROWE PRICE RPS INC2 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,644 | $100,923+3.7% | $150,045-30.3% | $74,304+40.8% |
| Participation rate | 70.2% | 70.1%+0.1pp | 82.3%-12.2pp | 60.3%+9.8pp |
| Annual return | 27.04% | 51.77%-24.7pp | 62.55%-35.5pp | 29.43%-2.4pp |
| Employer contribution / active EE | $2,623 | $3,463-24.3% | $4,693-44.1% | $2,241+17.0% |
| Participant deferral / active EE | $10,590 | $6,709+57.8% | $7,997+32.4% | $3,767+181.1% |
| Admin fee / account holder | $232 | $2,767-91.6% | $13,435-98.3% | $2,969-92.2% |