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 8-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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $157,700 |
LPL FINANCIAL1 year Service code 16 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Consulting | $34,486 |
LOCKTON INVESTMENT ADVISORS, LLC6+ years Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 16 PO BOX 219153 · KANSAS CITY, MO 64187 | Consulting | $28,333 |
FORVIS MAZARS, LLP5 years Filed as: MAZARS USA LLP Service code 10 399 THORNAL STREET · EDISON, NJ 08837 | Accounting | $26,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,221 | $95,388+13.5% | $125,339-13.7% | $77,904+38.9% |
| Participation rate | 72.4% | 78.6%-6.2pp | 82.4%-10.0pp | 73.7%-1.3pp |
| Annual return | -15.82% | 116.19%-132.0pp | 572.05%-587.9pp | 12.21%-28.0pp |
| Employer contribution / active EE | $4,241 | $3,666+15.7% | $4,814-11.9% | $2,848+48.9% |
| Participant deferral / active EE | $6,440 | $7,711-16.5% | $7,446-13.5% | $4,806+34.0% |
| Admin fee / account holder | $84 | $119-29.5% | $10,010-99.2% | $133-36.7% |