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 INC4 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $1,880 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
LOOMIS SAYLES2 years Filed as: LOOMIS Service code 28 · EIN 04-3200030 | Investment Management | $0 |
OAKMARK4 years Service code 28 · EIN 04-3276558 | Investment Management | $0 |
OPPENHEIMER4 years Filed as: OPPENHEIMER FUNDS Service code 28 · EIN 13-2527171 | Investment Management | $0 |
PIMCO FUNDS2 years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
T ROWE PRICE RPS INC2 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
THORNBURG2 years Filed as: THORNBURG FUNDS Service code 28 · EIN 85-0301299 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $127,112 | $66,813+90.3% | $100,516+26.5% | $73,488+73.0% |
| Participation rate | 51.4% | 77.5%-26.1pp | 79.4%-28.0pp | 70.7%-19.3pp |
| Annual return | 13.85% | 25.70%-11.8pp | 30.89%-17.0pp | 28.51%-14.7pp |
| Employer contribution / active EE | $1,781 | $2,147-17.0% | $3,418-47.9% | $2,270-21.6% |
| Participant deferral / active EE | $3,158 | $5,883-46.3% | $6,270-49.6% | $3,740-15.5% |
| Admin fee / account holder | $20 | $512-96.0% | $8,081-99.7% | $513-96.0% |