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 |
|---|---|---|
KPMG LLP6 years Service code 10 PO BOX 120754 · DALLAS, TX 75312 | Accounting | $49,587 |
COHEN & BUCKMANN5 years Service code 29 18 FAITH LANE · ARDSLEY, NY 10502 | Legal | $24,820 |
MERCER4 years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $19,531 |
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $12,199 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,706 | $95,918+74.8% | $151,611+10.6% | $77,904+115.3% |
| Participation rate | 90.3% | 88.7%+1.5pp | 87.5%+2.8pp | 73.7%+16.6pp |
| Annual return | -19.44% | -5.50%-13.9pp | 3.33%-22.8pp | 12.21%-31.6pp |
| Employer contribution / active EE | $9,449 | $4,330+118.2% | $6,166+53.2% | $2,848+231.8% |
| Participant deferral / active EE | $12,601 | $7,508+67.8% | $8,363+50.7% | $4,806+162.2% |
| Admin fee / account holder | $50 | $93-45.9% | $11,616-99.6% | $133-61.9% |