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 INC9+ years Filed as: T. ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $24,292 |
Filed as: ALLIANT INSURANCE SERVICES Service code 16 320 WEST 57TH STREET, 3RD FLOOR · NEW YORK, NV 10019 | Consulting | $21,125 |
SENTINEL PENSION ADVISORS2 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 17 100 QUANNAPOWITT PARKWAY, SUITE 300 · WAKEFIELD, MA 01880 | Pension Consulting | $7,306 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,683 | $65,390+66.2% | $169,368-35.8% | $71,457+52.1% |
| Participation rate | 100.0% | 67.0%+33.0pp | 77.1%+22.9pp | 67.9%+32.1pp |
| Annual return | 17.23% | 21.31%-4.1pp | 405.60%-388.4pp | 28.85%-11.6pp |
| Employer contribution / active EE | $3,609 | $2,079+73.6% | $4,013-10.1% | $2,588+39.5% |
| Participant deferral / active EE | $6,946 | $4,367+59.1% | $6,221+11.7% | $4,289+62.0% |
| Admin fee / account holder | $177 | $1,324-86.6% | $9,003-98.0% | $1,587-88.9% |