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 | $28,468 |
Service code 26 · EIN 26-1642640 | Advisory (Participants) | $16,542 |
NEWEDGE ADVISORS LLC1 year Service code 26 · EIN 46-0854203 | Advisory (Participants) | $5,125 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $386 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $673,807 | $102,317+558.5% | $146,958+358.5% | $80,856+733.3% |
| Participation rate | 86.7% | 75.8%+10.9pp | 82.2%+4.6pp | 67.6%+19.1pp |
| Annual return | 13.48% | 134.76%-121.3pp | 418.34%-404.9pp | 35.59%-22.1pp |
| Employer contribution / active EE | $11,798 | $3,713+217.7% | $4,933+139.2% | $2,755+328.3% |
| Participant deferral / active EE | $8,546 | $6,644+28.6% | $8,070+5.9% | $4,296+98.9% |
| Admin fee / account holder | $211 | $7,941-97.3% | $12,998-98.4% | $6,918-97.0% |