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 INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $201,185 |
AON CONSULTING1+ years Service code 15 39584 TREASURY CENTER · CHICAGO, IL 60694 | Recordkeeping | $37,724 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,948 | $31,370+393.9% | $74,583+107.8% | $63,975+142.2% |
| Participation rate | 98.4% | 42.6%+55.8pp | 68.1%+30.3pp | 71.1%+27.3pp |
| Annual return | 17.08% | -105.16%+122.2pp | 20.47%-3.4pp | 48.65%-31.6pp |
| Employer contribution / active EE | $4,514 | $822+449.2% | $2,525+78.8% | $2,182+106.9% |
| Participant deferral / active EE | $8,656 | $1,560+454.8% | $3,458+150.3% | $3,356+157.9% |
| Admin fee / account holder | $79 | $77+2.3% | $4,138-98.1% | $70+11.5% |