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 Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $2,150 |
COLUMBIA9 years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450 | Investment Management | $0 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,307 | $87,013+11.8% | $106,213-8.4% | $80,856+20.3% |
| Participation rate | 76.4% | 70.4%+6.0pp | 75.3%+1.1pp | 67.6%+8.8pp |
| Annual return | 13.08% | 17.05%-4.0pp | 116.14%-103.1pp | 35.59%-22.5pp |
| Employer contribution / active EE | $2,186 | $2,395-8.8% | $3,171-31.1% | $2,755-20.7% |
| Participant deferral / active EE | $5,245 | $3,986+31.6% | $5,016+4.6% | $4,296+22.1% |
| Admin fee / account holder | $22 | $8,431-99.7% | $11,033-99.8% | $6,918-99.7% |