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 INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $71,766 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 16 1250 CAPITAL OF TEXAS HIGHWAY S · AUSTIN, TX 78746 | Consulting | $22,500 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities brokerage; Direct payment ... | $100 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Account maintenance fees; Securities ... | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,740 | $88,515+113.2% | $162,163+16.4% | $67,579+179.3% |
| Participation rate | 98.1% | 86.8%+11.3pp | 87.6%+10.6pp | 71.3%+26.8pp |
| Annual return | 23.74% | 27.04%-3.3pp | 115.59%-91.9pp | 378.56%-354.8pp |
| Employer contribution / active EE | $7,179 | $3,563+101.5% | $5,614+27.9% | $2,148+234.3% |
| Participant deferral / active EE | $13,979 | $5,724+144.2% | $7,298+91.5% | $3,539+295.0% |
| Admin fee / account holder | $101 | $124-18.4% | $10,843-99.1% | $142-29.1% |