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 INC2+ years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $2,975 |
AMERICAN CENTURY2+ years Service code 28 · EIN 20-0623152 | Investment Management | $0 |
COLUMBIA2+ years Service code 28 | Investment Management | $0 |
COLUMBIA2+ years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
FRANKLIN TEMPLETON2+ years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
HARBOR2+ years Filed as: HARBOR CAPITAL Service code 28 · EIN 04-2679462 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN Service code 28 · EIN 13-2624428 | Investment Management | $0 |
OAKMARK2+ years Service code 28 · EIN 04-3276558 | Investment Management | $0 |
OAKMARK2+ years Filed as: OAKMARK FUNDS Service code 28 | Investment Management | $0 |
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 | $30,968 | $36,916-16.1% | $156,549-80.2% | $57,658-46.3% |
| Participation rate | 85.0% | 63.4%+21.6pp | 84.0%+1.0pp | 70.2%+14.8pp |
| Annual return | 8.01% | 12.38%-4.4pp | 32.23%-24.2pp | 5.13%+2.9pp |
| Employer contribution / active EE | $1,051 | $1,571-33.1% | $5,501-80.9% | $1,974-46.8% |
| Participant deferral / active EE | $1,448 | $1,926-24.8% | $4,871-70.3% | $3,061-52.7% |
| Admin fee / account holder | $5 | $82-94.5% | $13,027-100.0% | $95-95.2% |