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 5-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 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $252,798 |
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Investm... | $13,368 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $150 |
MID ATLANTIC CAPITAL CORPORATION4+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,883 | $107,459-22.9% | $135,903-39.0% | $80,160+3.4% |
| Participation rate | 98.1% | 78.0%+20.1pp | 81.9%+16.2pp | 72.9%+25.2pp |
| Annual return | 22.17% | 91.91%-69.7pp | 68.23%-46.1pp | 40.38%-18.2pp |
| Employer contribution / active EE | $4,658 | $3,877+20.1% | $4,856-4.1% | $2,978+56.4% |
| Participant deferral / active EE | $8,658 | $8,195+5.7% | $7,758+11.6% | $5,017+72.6% |
| Admin fee / account holder | $59 | $127-53.6% | $10,762-99.5% | $145-59.4% |