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 INC6 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $56,533 |
Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $45,423 |
REHMANN ROBSON7+ years Service code 10 5800 GRATIOT RD · SAGINAW, MI 48605 | Accounting | $9,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,552 | $104,317+9.8% | $159,436-28.2% | $86,799+32.0% |
| Participation rate | 95.8% | 77.7%+18.1pp | 82.8%+13.0pp | 72.3%+23.5pp |
| Annual return | 15.65% | 26.32%-10.7pp | 263.57%-247.9pp | 97.91%-82.3pp |
| Employer contribution / active EE | $2,036 | $3,451-41.0% | $4,829-57.8% | $2,405-15.3% |
| Participant deferral / active EE | $7,489 | $6,837+9.5% | $7,352+1.9% | $4,131+81.3% |
| Admin fee / account holder | $168 | $172-2.4% | $10,799-98.4% | $170-0.9% |