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 INC4 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $18,017 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Float r... | $4,428 |
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 | $198,926 | $47,922+315.1% | $75,886+162.1% | $65,185+205.2% |
| Participation rate | 93.5% | 63.0%+30.5pp | 69.3%+24.3pp | 70.2%+23.3pp |
| Annual return | 19.58% | 24.12%-4.5pp | 30.76%-11.2pp | 29.38%-9.8pp |
| Employer contribution / active EE | $11,068 | $1,557+610.8% | $2,500+342.6% | $2,177+408.5% |
| Participant deferral / active EE | $7,643 | $2,550+199.7% | $3,603+112.1% | $3,514+117.5% |
| Admin fee / account holder | $103 | $532-80.6% | $5,418-98.1% | $847-87.8% |