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 |
|---|---|---|
Filed as: RETIREMENT PLAN SERVICES, INC Service code 49 · EIN 71-0294708 535 KEISLER DR STE 102 · CARY, NC 27518 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,112 | $59,417+18.0% | $93,606-25.1% | $74,495-5.9% |
| Participation rate | 82.5% | 59.7%+22.9pp | 68.7%+13.8pp | 67.2%+15.3pp |
| Annual return | 13.93% | 81.83%-67.9pp | 133.20%-119.3pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $1,107 | $1,264-12.4% | $2,420-54.3% | $2,623-57.8% |
| Participant deferral / active EE | $6,229 | $3,050+104.2% | $4,411+41.2% | $4,346+43.3% |
| Admin fee / account holder | $253 | $3,021-91.6% | $8,285-96.9% | $1,942-86.9% |