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 8-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 |
|---|---|---|
RETIRERIGHT LLC3 years Service code 16 2201 WESTOWN PARKWAY · WEST DES MOINES, IA 50265 | Consulting | $64,398 |
BATES CARTER6 years Service code 10 PO DRAW 2396 · GAINSVILLE, GA 30503 | Accounting | $23,600 |
T ROWE PRICE RPS INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $19,746 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,063 | $99,078+15.1% | $96,544+18.1% | $74,419+53.3% |
| Participation rate | 96.3% | 80.7%+15.6pp | 76.0%+20.3pp | 70.7%+25.6pp |
| Annual return | 17.04% | 22.48%-5.4pp | 25.84%-8.8pp | 34.38%-17.3pp |
| Employer contribution / active EE | $3,400 | $2,570+32.3% | $2,965+14.7% | $2,637+28.9% |
| Participant deferral / active EE | $6,466 | $4,933+31.1% | $4,851+33.3% | $4,528+42.8% |
| Admin fee / account holder | $103 | $225-54.4% | $8,252-98.8% | $348-70.5% |