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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $9,608 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Securit... | $6 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,735 | $79,519+99.6% | $95,952+65.4% | $73,409+116.2% |
| Participation rate | 97.3% | 81.2%+16.1pp | 77.1%+20.2pp | 72.2%+25.1pp |
| Annual return | 14.83% | 19.20%-4.4pp | 91.61%-76.8pp | 59.29%-44.5pp |
| Employer contribution / active EE | $4,916 | $2,048+140.0% | $2,541+93.4% | $2,234+120.1% |
| Participant deferral / active EE | $7,893 | $4,138+90.7% | $4,167+89.4% | $3,805+107.4% |
| Admin fee / account holder | $19 | $184-89.7% | $6,795-99.7% | $158-88.0% |