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 Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $65,289 |
Filed as: MESIROW FINANCIAL Service code 27 1307 NEW HAMPSHIRE AVE NW · WASHINGTON, DC 20036 | Advisory (Plan) | $56,855 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $595,464 | $122,239+387.1% | $184,203+223.3% | $74,495+699.3% |
| Participation rate | 81.8% | 85.5%-3.7pp | 86.8%-5.0pp | 67.2%+14.6pp |
| Annual return | 16.34% | 19.95%-3.6pp | 28.81%-12.5pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $33,719 | $4,537+643.1% | $6,427+424.6% | $2,623+1185.5% |
| Participant deferral / active EE | $16,304 | $7,139+128.4% | $9,131+78.6% | $4,346+275.2% |
| Admin fee / account holder | $528 | $1,260-58.1% | $13,901-96.2% | $1,942-72.8% |