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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $60,437 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $1,216 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,182 | $86,897+132.7% | $151,611+33.4% | $64,808+212.0% |
| Participation rate | 97.0% | 87.3%+9.7pp | 87.5%+9.5pp | 71.5%+25.5pp |
| Annual return | -16.36% | -3.57%-12.8pp | 3.33%-19.7pp | 32.82%-49.2pp |
| Employer contribution / active EE | $7,720 | $4,010+92.5% | $6,166+25.2% | $2,506+208.1% |
| Participant deferral / active EE | $15,394 | $6,690+130.1% | $8,363+84.1% | $4,310+257.1% |
| Admin fee / account holder | $55 | $153-63.9% | $11,616-99.5% | $188-70.6% |