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 |
|---|---|---|
FINANCIAL ENGINES7 years Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $46,097 |
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $31,359 |
Service code 16 PO BOX 60071 · RALEIGH, NC 27675 | Consulting | $8,196 |
PORTFOLIO EVALUATIONS, INC.4 years Filed as: PORTFOLIO EVALUATIONS INC Service code 27 15 INDEPENDENCE BLVD · WARREN, NJ 07059 | Advisory (Plan) | $7,957 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,186 | $63,442+218.7% | $68,791+193.9% | $66,914+202.2% |
| Participation rate | 91.0% | 60.0%+31.0pp | 69.0%+22.0pp | 69.8%+21.2pp |
| Annual return | -16.29% | -8.29%-8.0pp | -6.38%-9.9pp | 1.58%-17.9pp |
| Employer contribution / active EE | $2,930 | $1,775+65.1% | $2,655+10.3% | $2,544+15.2% |
| Participant deferral / active EE | $5,829 | $2,945+98.0% | $3,941+47.9% | $4,237+37.6% |
| Admin fee / account holder | $498 | $577-13.8% | $4,932-89.9% | $593-16.1% |