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 INC3+ years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $2,950 |
AMERICAN CENTURY3+ years Service code 28 · EIN 20-0623152 | Investment Management | $0 |
COLUMBIA3+ years Service code 28 | Investment Management | $0 |
COLUMBIA3+ 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 TEMPLETON3+ years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
HARBOR3+ years Filed as: HARBOR CAPITAL Service code 28 · EIN 04-2679462 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: JP MORGAN Service code 28 · EIN 13-2624428 | Investment Management | $0 |
OAKMARK3+ years Service code 28 · EIN 04-3276558 | Investment Management | $0 |
OAKMARK3+ 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 | $33,590 | $46,173-27.3% | $170,442-80.3% | $69,631-51.8% |
| Participation rate | 94.7% | 63.9%+30.8pp | 83.6%+11.1pp | 70.7%+24.1pp |
| Annual return | 19.16% | 21.62%-2.5pp | 205.93%-186.8pp | 27571.02%-27551.9pp |
| Employer contribution / active EE | $1,080 | $1,610-32.9% | $5,433-80.1% | $2,032-46.8% |
| Participant deferral / active EE | $1,461 | $2,080-29.8% | $4,939-70.4% | $3,224-54.7% |
| Admin fee / account holder | $4 | $116-96.5% | $13,880-100.0% | $110-96.3% |