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 INC10+ years Filed as: T. ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $23,225 |
Filed as: ALLIANT INSURANCE SERVICES Service code 16 320 WEST 57TH STREET, 3RD FLOOR · NEW YORK, NV 10019 | Consulting | $17,500 |
LILLING & COMPANY LLP1 year Service code 10 · EIN 13-3447681 | Accounting | $14,135 |
SENTINEL PENSION ADVISORS3 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 17 100 QUANNAPOWITT PARKWAY, SUITE 300 · WAKEFIELD, MA 01880 | Pension Consulting | $9,769 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,352 | $73,360+68.1% | $177,989-30.7% | $74,495+65.6% |
| Participation rate | 100.0% | 66.6%+33.4pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 13.33% | 17.49%-4.2pp | 294.48%-281.2pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $3,623 | $2,216+63.5% | $3,949-8.2% | $2,623+38.1% |
| Participant deferral / active EE | $7,479 | $4,513+65.7% | $6,276+19.2% | $4,346+72.1% |
| Admin fee / account holder | $215 | $1,808-88.1% | $10,363-97.9% | $1,942-88.9% |