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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $32,860 |
Filed as: BRAND ASSET MANAGEMENT GROUP I Service code 26 · EIN 43-1601121 | Advisory (Participants) | $22,316 |
CLIFTONLARSONALLEN LLP5 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 8215 GREENWAY BLVD · MIDDLETON, WI 53562 | Accounting | $19,000 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $434 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,682 | $106,028+102.5% | $146,958+46.1% | $77,643+176.5% |
| Participation rate | 91.4% | 78.4%+13.1pp | 82.2%+9.3pp | 70.6%+20.9pp |
| Annual return | 13.33% | 56.73%-43.4pp | 418.34%-405.0pp | 31.24%-17.9pp |
| Employer contribution / active EE | $3,156 | $4,063-22.3% | $4,933-36.0% | $2,726+15.8% |
| Participant deferral / active EE | $7,918 | $7,990-0.9% | $8,070-1.9% | $4,647+70.4% |
| Admin fee / account holder | $293 | $337-13.1% | $12,998-97.7% | $430-31.9% |