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 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $208,375 |
IMA WEALTH INC7 years Service code 16 8200 E 32ND STREET · WICHITA, KS 67226 | Consulting | $50,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,870 | $241,101-66.5% | $103,333-21.7% | $199,593-59.5% |
| Participation rate | 91.7% | 78.3%+13.4pp | 74.5%+17.1pp | 72.0%+19.7pp |
| Annual return | 14.70% | 17.80%-3.1pp | 24.88%-10.2pp | 34.25%-19.5pp |
| Employer contribution / active EE | $4,911 | $4,244+15.7% | $3,868+27.0% | $3,034+61.9% |
| Participant deferral / active EE | $7,959 | $3,958+101.1% | $5,057+57.4% | $5,087+56.5% |
| Admin fee / account holder | $136 | $288-52.7% | $8,355-98.4% | $269-49.4% |