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.
See the 10-year trajectory with Solo.
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 INC8 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $380 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
Filed as: FIDELITY FLOAT RATE HIGH INC Service code 28 | Investment Management | $0 |
INVESCO3 years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
INVESCO1 year Filed as: INVESCO DEVELOPING MARKETS A Service code 28 | Investment Management | $0 |
LOOMIS SAYLES6 years Filed as: LOOMIS Service code 28 · EIN 04-3200030 | Investment Management | $0 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES CORE PLUS BOND Service code 28 | Investment Management | $0 |
OAKMARK8 years Service code 28 · EIN 04-3276558 | Investment Management | $0 |
OAKMARK1 year Filed as: OAKMARK INTERNATIONAL CL I Service code 28 | Investment Management | $0 |
PIMCO FUNDS6 years Service code 28 · EIN 33-0629048 | 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 auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,860 | $79,013+39.0% | $100,391+9.4% | $74,495+47.5% |
| Participation rate | 48.8% | 79.5%-30.7pp | 81.5%-32.7pp | 67.2%-18.4pp |
| Annual return | 31.23% | 20.41%+10.8pp | 49.20%-18.0pp | 1364.94%-1333.7pp |
| Employer contribution / active EE | $2,128 | $3,021-29.5% | $3,942-46.0% | $2,623-18.9% |
| Participant deferral / active EE | $4,058 | $7,760-47.7% | $8,082-49.8% | $4,346-6.6% |
| Admin fee / account holder | $3 | $1,320-99.8% | $7,899-100.0% | $1,942-99.8% |