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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $291,079 |
AON CONSULTING2 years Filed as: AON Service code 16 200 E RANDOLPH STREET · CHICAGO, IL 60601 | Consulting | $55,695 |
GRANT THORNTON LLP3 years Service code 10 33562 TREASURY CENTER · CHICAGO, IL 60694 | Accounting | $26,250 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $22,789 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,015 | $103,482-19.8% | $169,368-51.0% | $103,482-19.8% |
| Participation rate | 95.1% | 73.3%+21.9pp | 77.1%+18.0pp | 73.3%+21.9pp |
| Annual return | 24.64% | 33.11%-8.5pp | 405.60%-381.0pp | 33.11%-8.5pp |
| Employer contribution / active EE | $4,986 | $3,208+55.4% | $4,013+24.3% | $3,208+55.4% |
| Participant deferral / active EE | $10,159 | $5,207+95.1% | $6,221+63.3% | $5,207+95.1% |
| Admin fee / account holder | $110 | $114-3.6% | $9,003-98.8% | $114-3.6% |