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 INC5 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $40,187 |
AON CONSULTING1 year Filed as: AON Service code 16 200 E RANDOLPH STREET · CHICAGO, IL 60601 | Consulting | $16,041 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,540 | $46,292+261.9% | $143,757+16.5% | $64,808+158.5% |
| Participation rate | 57.1% | 64.2%-7.1pp | 80.3%-23.2pp | 71.5%-14.3pp |
| Annual return | -17.21% | -10.05%-7.2pp | -0.04%-17.2pp | 32.82%-50.0pp |
| Employer contribution / active EE | $7,120 | $1,910+272.8% | $4,951+43.8% | $2,506+184.1% |
| Participant deferral / active EE | $11,443 | $2,646+332.5% | $5,637+103.0% | $4,310+165.5% |
| Admin fee / account holder | $146 | $154-5.1% | $14,673-99.0% | $188-22.3% |