See peer percentile detail. $4.99 for your first month.
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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 INC2 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $800 |
COLUMBIA3 years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DWS FUNDS5+ years Filed as: DWS INVESTMENTS Service code 28 · EIN 13-3241232 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
OPPENHEIMER2 years Filed as: OPPENHEIMER FUNDS Service code 28 · EIN 13-2527171 | Investment Management | $0 |
PIMCO FUNDS2 years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
T ROWE PRICE RPS INC2 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
VICTORY3 years Filed as: VICTORY FUNDS Service code 28 · EIN 13-2700161 | Investment Management | $0 |
Filed as: VOYA INVESTMENT MANAGEMENT Service code 28 · EIN 58-2361003 | 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 | $65,016 | $65,376-0.6% | $87,100-25.4% | $65,185-0.3% |
| Participation rate | 63.8% | 75.3%-11.6pp | 76.9%-13.1pp | 70.2%-6.4pp |
| Annual return | 22.79% | 31.27%-8.5pp | 28.19%-5.4pp | 29.38%-6.6pp |
| Employer contribution / active EE | $777 | $1,822-57.4% | $2,521-69.2% | $2,177-64.3% |
| Participant deferral / active EE | $2,952 | $3,388-12.9% | $4,049-27.1% | $3,514-16.0% |
| Admin fee / account holder | $6 | $520-98.9% | $7,497-99.9% | $847-99.3% |