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 INC6 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $11,912 |
BUFFALO FUNDS2 years Filed as: BUFFALO FUNDS, Service code 28 · EIN 48-1069845 | Investment Management | $0 |
BUFFALO FUNDS6 years Filed as: BUFFALO FUNDS, THE Service code 28 | Investment Management | $0 |
COLUMBIA10+ years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DODGE & COX10+ years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
INVESCO6 years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
LOOMIS SAYLES6 years Filed as: LOOMIS - SAYLES - NATIXIS - HANSBER Service code 28 · EIN 04-3200030 | Investment Management | $0 |
PIMCO FUNDS10+ years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
Filed as: PUTNAM MUTUAL FUNDS Service code 28 · EIN 36-4488942 | Investment Management | $0 |
T ROWE PRICE RPS INC10+ years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,282 | $66,457+81.0% | $81,382+47.8% | $77,643+54.9% |
| Participation rate | 52.2% | 68.7%-16.6pp | 69.5%-17.3pp | 70.6%-18.4pp |
| Annual return | 13.02% | 15.93%-2.9pp | 24.73%-11.7pp | 31.24%-18.2pp |
| Employer contribution / active EE | $1,617 | $2,159-25.1% | $2,463-34.3% | $2,726-40.7% |
| Participant deferral / active EE | $4,674 | $3,679+27.0% | $3,883+20.4% | $4,647+0.6% |
| Admin fee / account holder | $61 | $583-89.5% | $5,768-98.9% | $430-85.8% |