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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $34,005 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $179 |
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 | $518,794 | $84,487+514.1% | $125,339+313.9% | $66,914+675.3% |
| Participation rate | 86.8% | 76.4%+10.4pp | 82.4%+4.5pp | 69.8%+17.0pp |
| Annual return | -16.69% | -8.39%-8.3pp | 572.05%-588.7pp | 1.58%-18.3pp |
| Employer contribution / active EE | $10,614 | $3,553+198.7% | $4,814+120.5% | $2,544+317.2% |
| Participant deferral / active EE | $7,646 | $6,781+12.7% | $7,446+2.7% | $4,237+80.5% |
| Admin fee / account holder | $238 | $685-65.3% | $10,010-97.6% | $593-59.9% |