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 Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $82,094 |
AON CONSULTING3 years Filed as: AON Service code 28 200 E RANDOLPH STREET · CHICAGO, IL 60601 | Investment Management | $59,568 |
CROWE LLP2 years Filed as: CROWE LLC Service code 10 PO BOX 71570 · CHICAGO, IL 60694 | Accounting | $17,045 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $121 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,223 | $129,021+2.5% | $184,203-28.2% | $77,643+70.3% |
| Participation rate | 95.7% | 87.3%+8.4pp | 86.8%+8.9pp | 70.6%+25.1pp |
| Annual return | 10.89% | 33.27%-22.4pp | 28.81%-17.9pp | 31.24%-20.3pp |
| Employer contribution / active EE | $2,846 | $4,413-35.5% | $6,427-55.7% | $2,726+4.4% |
| Participant deferral / active EE | $7,888 | $7,297+8.1% | $9,131-13.6% | $4,647+69.7% |
| Admin fee / account holder | $196 | $254-22.9% | $13,901-98.6% | $430-54.5% |