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 |
|---|---|---|
WITHUMSMITH+BROWN, PC1 year Service code 28 P.O. BOX 5340 · PRINCETON, NJ 08543 | Investment Management | $15,080 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $11,530 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RETIREMENT PLAN SERV Service code 28 PO BOX 64012 · BALTIMORE, MD 212644012 | Investment Management | $1,275 |
AMERICAN FUNDS7 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
T ROWE PRICE RPS INC7 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,179 | $86,944+133.7% | $107,525+89.0% | $74,304+173.4% |
| Participation rate | 99.3% | 59.6%+39.7pp | 75.1%+24.2pp | 60.3%+38.9pp |
| Annual return | 17.69% | 23.52%-5.8pp | 181.32%-163.6pp | 29.43%-11.7pp |
| Employer contribution / active EE | $9,657 | $2,757+250.3% | $3,754+157.3% | $2,241+330.9% |
| Participant deferral / active EE | $12,060 | $3,554+239.3% | $5,116+135.7% | $3,767+220.1% |
| Admin fee / account holder | $428 | $3,727-88.5% | $8,919-95.2% | $2,969-85.6% |