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 | $144,219 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: GRAYSTONE CONSULTING Service code 16 1300 THAMES STREET, WHARF · BALTIMORE, MD 21231 | Consulting | $72,038 |
CROWE LLP4 years Service code 10 PO BOX 71570 · CHICAGO, IL 60694 | Accounting | $10,550 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,640 | $87,621-3.4% | $86,436-2.1% | $77,904+8.6% |
| Participation rate | 96.2% | 85.8%+10.5pp | 80.3%+15.9pp | 73.7%+22.6pp |
| Annual return | -16.17% | -13.90%-2.3pp | 4394.89%-4411.1pp | 12.21%-28.4pp |
| Employer contribution / active EE | $3,378 | $3,474-2.8% | $3,769-10.4% | $2,848+18.6% |
| Participant deferral / active EE | $11,229 | $8,645+29.9% | $6,952+61.5% | $4,806+133.6% |
| Admin fee / account holder | $254 | $85+199.9% | $6,731-96.2% | $133+91.5% |