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 | $1,200 |
ARTISAN PARTNERS2+ years Filed as: ARTISAN FUNDS Service code 28 | Investment Management | $0 |
ARTISAN PARTNERS2+ years Service code 28 · EIN 30-0551775 | Investment Management | $0 |
DODGE & COX2+ years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
FRANKLIN TEMPLETON2+ years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
T ROWE PRICE RPS INC2+ years Filed as: T.ROWE PRICE PRS Service code 15 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,747 | $75,183-49.8% | $123,892-69.5% | $55,167-31.6% |
| Participation rate | 98.3% | 72.8%+25.5pp | 81.4%+16.9pp | 69.0%+29.3pp |
| Annual return | 4.59% | 19.01%-14.4pp | 47.52%-42.9pp | 169.23%-164.6pp |
| Employer contribution / active EE | $2,002 | $2,823-29.1% | $4,617-56.6% | $1,963+2.0% |
| Participant deferral / active EE | $1,285 | $5,084-74.7% | $5,984-78.5% | $3,054-57.9% |
| Admin fee / account holder | $5 | $663-99.2% | $8,357-99.9% | $504-98.9% |