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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $33,654 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $20,055 |
CLIFTONLARSONALLEN LLP4 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 8215 GREENWAY BLVD · MIDDLETON, WI 53562 | Accounting | $19,005 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,727 | $95,274+103.3% | $135,903+42.5% | $74,419+160.3% |
| Participation rate | 91.8% | 78.2%+13.6pp | 81.9%+9.9pp | 70.7%+21.1pp |
| Annual return | 17.29% | 32.77%-15.5pp | 68.23%-50.9pp | 34.38%-17.1pp |
| Employer contribution / active EE | $4,533 | $3,874+17.0% | $4,856-6.7% | $2,637+71.9% |
| Participant deferral / active EE | $8,155 | $7,782+4.8% | $7,758+5.1% | $4,528+80.1% |
| Admin fee / account holder | $274 | $266+3.1% | $10,762-97.5% | $348-21.2% |