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 |
|---|---|---|
GRANT THORNTON LLP1+ years Service code 10 · EIN 36-6055558 | Accounting | $22,050 |
MCKENNA LONG & ALDRIGE1+ years Service code 16 · EIN 52-1237458 | Consulting | $16,810 |
Filed as: NELSON MULLINS RILEY Service code 16 1320 MAIN STREET · COLUMBIA, SC 29211 | Consulting | $13,024 |
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1714114 | Recordkeeping | $3,785 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,955 | $72,770+20.9% | $67,652+30.0% | $55,191+59.4% |
| Participation rate | 96.0% | 78.8%+17.2pp | 75.7%+20.3pp | 69.2%+26.8pp |
| Annual return | 8.37% | -3.26%+11.6pp | 6625.04%-6616.7pp | 10.78%-2.4pp |
| Employer contribution / active EE | $5,031 | $1,769+184.4% | $2,266+122.1% | $1,899+165.0% |
| Participant deferral / active EE | $6,307 | $3,408+85.1% | $3,560+77.2% | $3,046+107.0% |
| Admin fee / account holder | $61 | $79-22.2% | $4,821-98.7% | $91-32.5% |