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 |
|---|---|---|
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $12,000 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE RETIREMENT PLAN SERV. Service code 15 · EIN 52-1309931 | Recordkeeping | $6,391 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,146 | $52,953+96.7% | $172,739-39.7% | $65,185+59.8% |
| Participation rate | 90.4% | 66.2%+24.2pp | 82.6%+7.8pp | 70.2%+20.2pp |
| Annual return | 21.59% | 30.12%-8.5pp | 802.84%-781.3pp | 29.38%-7.8pp |
| Employer contribution / active EE | $3,792 | $2,190+73.2% | $5,143-26.3% | $2,177+74.2% |
| Participant deferral / active EE | $3,460 | $2,471+40.0% | $5,198-33.4% | $3,514-1.5% |
| Admin fee / account holder | $168 | $472-64.4% | $13,954-98.8% | $847-80.2% |