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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $34,350 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $258 |
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 | $629,814 | $91,407+589.0% | $135,903+363.4% | $71,457+781.4% |
| Participation rate | 86.7% | 75.7%+11.0pp | 81.9%+4.8pp | 67.9%+18.7pp |
| Annual return | 16.53% | 29.90%-13.4pp | 68.23%-51.7pp | 28.85%-12.3pp |
| Employer contribution / active EE | $11,680 | $3,703+215.4% | $4,856+140.5% | $2,588+351.4% |
| Participant deferral / active EE | $8,274 | $7,092+16.7% | $7,758+6.7% | $4,289+92.9% |
| Admin fee / account holder | $251 | $1,266-80.2% | $10,762-97.7% | $1,587-84.2% |