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 INC6 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $28,919 |
DIMENSIONAL FUND ADVISORS5 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812 | Investment Management | $0 |
DODGE & COX6 years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
Filed as: MASS MUTUAL FUND Service code 28 1295 STATE STREET · SPRINGFIELD, MA 011110001 | Investment Management | $0 |
OAKMARK6 years Service code 28 · EIN 04-3276558 | Investment Management | $0 |
T ROWE PRICE RPS INC6 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,629 | $90,348+164.1% | $75,972+214.1% | $145,922+63.5% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 11.42% | 620.88%-609.5pp | 359.55%-348.1pp | 561.29%-549.9pp |
| Employer contribution / active EE | $13,944 | $3,311+321.1% | $2,685+419.3% | $4,660+199.2% |
| Participant deferral / active EE | $36,297 | $5,162+603.2% | $4,255+753.0% | $6,688+442.7% |
| Admin fee / account holder | $997 | $8,467-88.2% | $6,467-84.6% | $13,397-92.6% |