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 INC1 year Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $36,782 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $10,212 |
MCKONLY & ASBURY LLP1 year Filed as: MCKONLY & ASBURY, LLP Service code 10 415 FALLOWFIELD ROAD · CAMP HILL, PA 17011 | Accounting | $6,760 |
SAGEWORTH TRUST COMPANY10+ years Service code 10 1861 SANTA BARBARA DRIVE · LANCASTER, PA 17601 | Accounting | $5,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,807 | $82,917+73.4% | $103,333+39.2% | $77,643+85.2% |
| Participation rate | 87.7% | 71.6%+16.1pp | 74.5%+13.2pp | 70.6%+17.1pp |
| Annual return | 11.79% | 19.13%-7.3pp | 24.88%-13.1pp | 31.24%-19.4pp |
| Employer contribution / active EE | $15,977 | $3,552+349.9% | $3,868+313.1% | $2,726+486.2% |
| Participant deferral / active EE | $5,737 | $4,108+39.7% | $5,057+13.4% | $4,647+23.5% |
| Admin fee / account holder | $95 | $638-85.1% | $8,355-98.9% | $430-78.0% |