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 INC5 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $1,440 |
COLUMBIA6 years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DWS FUNDS8+ years Filed as: DWS INVESTMENTS Service code 28 · EIN 13-3241232 | Investment Management | $0 |
INVESCO2 years Filed as: INVESCO FUNDS Service code 28 · EIN 26-4521338 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
PIMCO FUNDS5 years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
T ROWE PRICE RPS INC5 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
VICTORY6 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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,853 | $65,435-13.1% | $86,677-34.4% | $66,914-15.0% |
| Participation rate | 73.9% | 75.5%-1.6pp | 76.6%-2.7pp | 69.8%+4.1pp |
| Annual return | -15.48% | -10.89%-4.6pp | 35.91%-51.4pp | 1.58%-17.1pp |
| Employer contribution / active EE | $2,111 | $2,153-2.0% | $2,836-25.6% | $2,544-17.0% |
| Participant deferral / active EE | $4,180 | $4,100+1.9% | $4,656-10.2% | $4,237-1.3% |
| Admin fee / account holder | $8 | $642-98.8% | $7,493-99.9% | $593-98.7% |