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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.
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $38,890 |
GRANT THORNTON LLP1 year Service code 10 33562 TREASURY CENTER · CHICAGO, IL 60694 | Accounting | $11,968 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,562 | $48,464-61.7% | $90,951-79.6% | $106,222-82.5% |
| Participation rate | 72.3% | 53.1%+19.2pp | 69.0%+3.3pp | 70.8%+1.5pp |
| Annual return | 14.11% | 16.72%-2.6pp | 134.60%-120.5pp | 21.69%-7.6pp |
| Employer contribution / active EE | $139 | $939-85.2% | $2,122-93.4% | $2,723-94.9% |
| Participant deferral / active EE | $1,554 | $1,510+2.9% | $3,373-53.9% | $4,600-66.2% |
| Admin fee / account holder | $3 | $58-95.2% | $5,959-100.0% | $78-96.5% |