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 INC7 years 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 |
INVESCO2 years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
LOOMIS SAYLES5 years Filed as: LOOMIS Service code 28 · EIN 04-3200030 | Investment Management | $0 |
OAKMARK7 years Service code 28 · EIN 04-3276558 | Investment Management | $0 |
PIMCO FUNDS5 years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
T ROWE PRICE RPS INC5 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
THORNBURG5 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,783 | $69,477+17.7% | $94,646-13.6% | $71,457+14.5% |
| Participation rate | 49.6% | 78.4%-28.9pp | 80.8%-31.3pp | 67.9%-18.3pp |
| Annual return | 21.49% | 29.66%-8.2pp | 156.71%-135.2pp | 28.85%-7.4pp |
| Employer contribution / active EE | $1,898 | $2,853-33.5% | $3,672-48.3% | $2,588-26.6% |
| Participant deferral / active EE | $3,624 | $7,345-50.7% | $7,418-51.1% | $4,289-15.5% |
| Admin fee / account holder | $2 | $1,210-99.9% | $7,231-100.0% | $1,587-99.9% |