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 INC1 year Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $200 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
NATIXIS FUNDS1 year Filed as: NATIXIS Service code 28 · EIN 04-3200030 | Investment Management | $0 |
OAKMARK1 year Service code 28 · EIN 04-3276558 | Investment Management | $0 |
OPPENHEIMER1 year Service code 28 | Investment Management | $0 |
OPPENHEIMER1 year Filed as: OPPENHEIMER FUNDS Service code 28 · EIN 13-2527171 | Investment Management | $0 |
PIMCO FUNDS1 year Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 15 | Recordkeeping | $0 |
THORNBURG1 year Service code 28 · EIN 85-0301299 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,421 | $59,535+82.1% | $90,160+20.3% | $62,292+74.1% |
| Participation rate | 43.7% | 73.0%-29.3pp | 76.9%-33.2pp | 69.5%-25.8pp |
| Annual return | 18.60% | 23.53%-4.9pp | 34.88%-16.3pp | 28.90%-10.3pp |
| Employer contribution / active EE | $1,380 | $1,826-24.4% | $3,318-58.4% | $2,042-32.4% |
| Participant deferral / active EE | $2,603 | $4,639-43.9% | $5,288-50.8% | $3,169-17.9% |
| Admin fee / account holder | $3 | $337-99.2% | $5,943-100.0% | $479-99.4% |