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 INC10+ years Filed as: T. ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $14,125 |
BARON5 years Filed as: BARON FUNDS Service code 28 767 FIFTH AVENUE · NEW YORK, NY 10515 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN FUNDS Service code 28 | Investment Management | $0 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JPMORGAN LARGE CAP GROWTH R6 Service code 28 · EIN 13-2624428 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,479 | $102,317+136.0% | $146,958+64.3% | $80,856+198.7% |
| Participation rate | 95.1% | 75.8%+19.2pp | 82.2%+12.9pp | 67.6%+27.4pp |
| Annual return | 18.74% | 134.76%-116.0pp | 418.34%-399.6pp | 35.59%-16.9pp |
| Employer contribution / active EE | $8,630 | $3,713+132.4% | $4,933+75.0% | $2,755+213.3% |
| Participant deferral / active EE | $13,397 | $6,644+101.6% | $8,070+66.0% | $4,296+211.9% |
| Admin fee / account holder | $97 | $7,941-98.8% | $12,998-99.3% | $6,918-98.6% |