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 LLC4 years Service code 16 2201 WESTOWN PARKWAY · WEST DES MOINES, IA 50265 | Consulting | $70,949 |
T ROWE PRICE RPS INC8+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $51,822 |
BATES CARTER7 years Service code 10 PO DRAW 2396 · GAINSVILLE, GA 30503 | Accounting | $12,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,002 | $88,890+44.0% | $102,423+25.0% | $77,643+64.9% |
| Participation rate | 97.6% | 80.9%+16.7pp | 76.5%+21.1pp | 70.6%+27.0pp |
| Annual return | 12.70% | 24.98%-12.3pp | 29.32%-16.6pp | 31.24%-18.5pp |
| Employer contribution / active EE | $4,576 | $2,698+69.6% | $3,023+51.4% | $2,726+67.9% |
| Participant deferral / active EE | $7,838 | $5,145+52.3% | $5,053+55.1% | $4,647+68.7% |
| Admin fee / account holder | $137 | $235-41.6% | $9,451-98.5% | $430-68.1% |