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 INC2 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $27,266 |
Filed as: FIFTH THIRD BANK Service code 16 PO BOX 631456 · CINCINNATI, OH 45263 | Consulting | $25,283 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Other com... | $238 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,073 | $55,416-13.3% | $75,972-36.7% | $77,643-38.1% |
| Participation rate | 76.9% | 63.6%+13.3pp | 69.1%+7.8pp | 70.6%+6.3pp |
| Annual return | 14.40% | 17.07%-2.7pp | 359.55%-345.1pp | 31.24%-16.8pp |
| Employer contribution / active EE | $1,961 | $1,788+9.7% | $2,685-27.0% | $2,726-28.1% |
| Participant deferral / active EE | $4,838 | $3,447+40.4% | $4,255+13.7% | $4,647+4.1% |
| Admin fee / account holder | $111 | $414-73.1% | $6,467-98.3% | $430-74.2% |