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 | $142,722 |
BDO USA, LLP6 years Service code 10 PO BOX 642743 · PITTSBURGH, PA 15264 | Accounting | $21,998 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661 | Consulting | $18,750 |
JACKSON LEWIS P.C.3 years Filed as: JACKSON LEWIS PC Service code 29 10701 PARKRIDGE BLVD · RESTON, VA 20191 | Legal | $14,271 |
Service code 27 ONE HUNDRED NORTHFIELD DR · WINDSOR, CT 06095 | Advisory (Plan) | $6,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,362 | $130,141-43.6% | $86,677-15.4% | $77,904-5.8% |
| Participation rate | 96.3% | 85.9%+10.3pp | 76.6%+19.7pp | 73.7%+22.6pp |
| Annual return | -17.09% | -12.75%-4.3pp | 35.91%-53.0pp | 12.21%-29.3pp |
| Employer contribution / active EE | $3,401 | $3,220+5.6% | $2,836+19.9% | $2,848+19.4% |
| Participant deferral / active EE | $6,064 | $5,757+5.3% | $4,656+30.3% | $4,806+26.2% |
| Admin fee / account holder | $113 | $132-14.1% | $7,493-98.5% | $133-14.6% |