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 INC5+ years Filed as: T. ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $4,500 |
COLUMBIA5+ years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
GOLDMAN SACHS4+ years Service code 28 | Investment Management | $0 |
GOLDMAN SACHS5+ years Filed as: GOLDMAN SACHS FUNDS Service code 28 · EIN 13-3575636 | Investment Management | $0 |
OPPENHEIMER5+ years Service code 28 · EIN 13-5657518 | Investment Management | $0 |
T ROWE PRICE RPS INC5+ years Filed as: TRP Service code 15 | Recordkeeping | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,388 | $72,492+20.5% | $87,100+0.3% | $72,985+19.7% |
| Participation rate | 93.6% | 72.8%+20.8pp | 76.9%+16.7pp | 69.5%+24.1pp |
| Annual return | 19.41% | 24.46%-5.0pp | 28.19%-8.8pp | 81.00%-61.6pp |
| Employer contribution / active EE | $3,457 | $1,894+82.5% | $2,521+37.1% | $2,440+41.7% |
| Participant deferral / active EE | $3,834 | $3,270+17.3% | $4,049-5.3% | $3,607+6.3% |
| Admin fee / account holder | $46 | $5,055-99.1% | $7,497-99.4% | $5,124-99.1% |