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 INC7+ years Filed as: T. ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $29,191 |
COLUMBIA1 year Filed as: COLUMBIA DIVIDEND INCOME ADV Service code 28 | Investment Management | $0 |
COLUMBIA7+ years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
INVESCO2 years Service code 28 · EIN 26-4521338 | Investment Management | $0 |
INVESCO1 year Filed as: INVESCO INTERNATIONAL SM-MID COM A Service code 28 | Investment Management | $0 |
LEGG MASON1 year Service code 28 · EIN 52-1200960 | Investment Management | $0 |
T ROWE PRICE RPS INC2 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,091 | $86,286+25.3% | $111,297-2.9% | $85,850+25.9% |
| Participation rate | 89.3% | 73.3%+16.0pp | 77.3%+12.0pp | 69.3%+20.0pp |
| Annual return | 15.87% | 19.99%-4.1pp | 54.65%-38.8pp | 318.53%-302.7pp |
| Employer contribution / active EE | $3,641 | $2,043+78.2% | $2,731+33.3% | $2,565+42.0% |
| Participant deferral / active EE | $4,685 | $3,641+28.7% | $4,487+4.4% | $3,952+18.5% |
| Admin fee / account holder | $298 | $8,188-96.4% | $7,964-96.3% | $6,260-95.2% |