See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $63,608 |
ALLSPRING1 year Filed as: ALLSPRING GLOBAL FUNDS Service code 28 525 MARKET STREET · SAN FRANCISCO, CA 94105 | Investment Management | $0 |
AMERICAN FUNDS4 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
BLACKROCK4 years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663 | Investment Management | $0 |
COLUMBIA4 years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
DWS FUNDS4 years Filed as: DWS INVESTMENTS Service code 28 · EIN 13-3241232 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428 | Investment Management | $0 |
LEGG MASON4 years Service code 28 · EIN 52-1200960 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT4 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,294 | $99,078-76.5% | $96,544-75.9% | $74,419-68.7% |
| Participation rate | 56.6% | 80.7%-24.1pp | 76.0%-19.4pp | 70.7%-14.2pp |
| Annual return | 16.66% | 22.48%-5.8pp | 25.84%-9.2pp | 34.38%-17.7pp |
| Employer contribution / active EE | $1,437 | $2,570-44.1% | $2,965-51.5% | $2,637-45.5% |
| Participant deferral / active EE | $2,538 | $4,933-48.5% | $4,851-47.7% | $4,528-43.9% |
| Admin fee / account holder | $105 | $225-53.3% | $8,252-98.7% | $348-69.8% |