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 | $950 |
ARTISAN PARTNERS3+ years Filed as: ARTISAN FUNDS Service code 28 | Investment Management | $0 |
ARTISAN PARTNERS3+ years Service code 28 · EIN 30-0551775 | Investment Management | $0 |
DODGE & COX3+ years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
FRANKLIN TEMPLETON3+ years Service code 28 · EIN 13-2670991 | Investment Management | $0 |
T ROWE PRICE RPS INC3+ 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.
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 | $44,322 | $80,753-45.1% | $136,294-67.5% | $62,292-28.8% |
| Participation rate | 98.3% | 73.5%+24.7pp | 81.9%+16.4pp | 69.5%+28.8pp |
| Annual return | 22.15% | 35.83%-13.7pp | 5155.94%-5133.8pp | 28.90%-6.7pp |
| Employer contribution / active EE | $1,888 | $2,884-34.5% | $4,695-59.8% | $2,042-7.6% |
| Participant deferral / active EE | $1,739 | $5,164-66.3% | $6,247-72.2% | $3,169-45.1% |
| Admin fee / account holder | $4 | $525-99.2% | $9,243-100.0% | $479-99.1% |