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 9-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 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $19,304 |
BELL BANK2 years Filed as: BELL BANK WEALTH MANAGEMENT Service code 28 15 BROADWAY · FARGO, ND 58102 | Investment Management | $7,845 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,100 | $65,561+43.5% | $91,541+2.8% | $74,304+26.6% |
| Participation rate | 89.8% | 56.6%+33.2pp | 69.8%+20.1pp | 60.3%+29.5pp |
| Annual return | 10.13% | 17.68%-7.6pp | 20.50%-10.4pp | 29.43%-19.3pp |
| Employer contribution / active EE | $2,550 | $1,717+48.5% | $2,505+1.8% | $2,241+13.8% |
| Participant deferral / active EE | $4,147 | $2,918+42.1% | $4,008+3.5% | $3,767+10.1% |
| Admin fee / account holder | $120 | $3,333-96.4% | $6,956-98.3% | $2,969-96.0% |