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 INC11+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $91,561 |
CAPFINANCIAL PARTNERS LLC4 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $42,500 |
WISS & COMPANY, LLP9 years Filed as: WISS & COMPANY LLP. Service code 10 354 EISENHOWER PARKWAY · LIVINGSTON, NJ 07039 | Accounting | $21,000 |
CHARLES SCHWAB & CO., INC.8 years Service code 33 · EIN 94-1737782 | Other commissions; Float revenue; Sec... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $163,751 | $83,158+96.9% | $167,512-2.2% | $102,872+59.2% |
| Participation rate | 83.1% | 70.1%+13.0pp | 77.1%+6.1pp | 73.0%+10.1pp |
| Annual return | 14.11% | 21.37%-7.3pp | 1615.79%-1601.7pp | 19.06%-5.0pp |
| Employer contribution / active EE | $589 | $2,233-73.6% | $3,882-84.8% | $3,526-83.3% |
| Participant deferral / active EE | $7,231 | $5,132+40.9% | $6,405+12.9% | $5,535+30.6% |
| Admin fee / account holder | $137 | $109+25.7% | $9,769-98.6% | $292-53.0% |