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 INC4 years Filed as: T. ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $31,372 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
MFS INVESTMENT MANAGEMENT4 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644 | Investment Management | $0 |
PIMCO FUNDS4 years Service code 28 · EIN 33-0629048 | Investment Management | $0 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 | Recordkeeping | $0 |
THORNBURG4 years Filed as: THORNBURG FUNDS Service code 28 · EIN 85-0301299 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,218 | $58,208+199.3% | $81,812+113.0% | $80,856+115.5% |
| Participation rate | 92.7% | 63.4%+29.3pp | 72.3%+20.3pp | 67.6%+25.0pp |
| Annual return | 13.61% | 41.66%-28.0pp | 773.79%-760.2pp | 35.59%-22.0pp |
| Employer contribution / active EE | $7,457 | $2,340+218.7% | $2,912+156.1% | $2,755+170.7% |
| Participant deferral / active EE | $14,639 | $3,281+346.2% | $4,319+239.0% | $4,296+240.8% |
| Admin fee / account holder | $195 | $4,981-96.1% | $7,386-97.4% | $6,918-97.2% |