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 INC2 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $31,250 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO ADVISORS Service code 16 1 N. JEFFERSON AVE · ST. LOUIS, MO 63103 | Consulting | $30,000 |
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 | $232,335 | $121,341+91.5% | $189,513+22.6% | $79,386+192.7% |
| Participation rate | 94.1% | 86.1%+8.0pp | 87.8%+6.3pp | 70.7%+23.4pp |
| Annual return | 15.69% | 21.08%-5.4pp | 555.15%-539.5pp | 116.85%-101.2pp |
| Employer contribution / active EE | $9,006 | $3,915+130.1% | $6,162+46.2% | $2,427+271.0% |
| Participant deferral / active EE | $8,653 | $6,395+35.3% | $8,221+5.3% | $4,046+113.9% |
| Admin fee / account holder | $438 | $651-32.8% | $12,045-96.4% | $626-30.2% |