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 | $150 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
NATIXIS FUNDS2 years Filed as: NATIXIS Service code 28 · EIN 04-3200030 | Investment Management | $0 |
OAKMARK2 years Service code 28 · EIN 04-3276558 | Investment Management | $0 |
OPPENHEIMER2 years Service code 28 | Investment Management | $0 |
OPPENHEIMER2 years Filed as: OPPENHEIMER FUNDS Service code 28 · EIN 13-2527171 | Investment Management | $0 |
PIMCO FUNDS2 years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $0 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE Service code 15 | Recordkeeping | $0 |
THORNBURG2 years Service code 28 · EIN 85-0301299 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $117,239 | $61,214+91.5% | $83,333+40.7% | $56,287+108.3% |
| Participation rate | 41.4% | 72.6%-31.2pp | 77.8%-36.3pp | 69.9%-28.4pp |
| Annual return | 14.70% | 0.42%+14.3pp | 10.63%+4.1pp | -9.96%+24.7pp |
| Employer contribution / active EE | $1,218 | $1,925-36.8% | $3,379-64.0% | $2,111-42.3% |
| Participant deferral / active EE | $2,391 | $5,091-53.0% | $5,565-57.0% | $3,350-28.6% |
| Admin fee / account holder | $2 | $512-99.6% | $7,510-100.0% | $521-99.6% |