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 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $46,574 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 1920 MAIN STREET · IRVINE, CA 92614 | Consulting | $29,780 |
BOYUM & BARENSCHEER PLLP2 years Service code 10 3050 METRO DRIVE · MINNEAPOLIS, MN 55425 | Accounting | $11,750 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $28 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,513 | $88,890+100.8% | $102,423+74.3% | $77,643+129.9% |
| Participation rate | 94.9% | 80.9%+14.0pp | 76.5%+18.4pp | 70.6%+24.3pp |
| Annual return | 15.49% | 24.98%-9.5pp | 29.32%-13.8pp | 31.24%-15.7pp |
| Employer contribution / active EE | $3,662 | $2,698+35.7% | $3,023+21.1% | $2,726+34.3% |
| Participant deferral / active EE | $9,481 | $5,145+84.3% | $5,053+87.6% | $4,647+104.0% |
| Admin fee / account holder | $255 | $235+8.3% | $9,451-97.3% | $430-40.8% |