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 7-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 INC7+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $107,944 |
HARDY REED LLC6 years Service code 16 101 S FRONT STREET · TUPELO, MS 38804 | Consulting | $55,645 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,250 | $89,808+52.8% | $100,391+36.7% | $77,643+76.8% |
| Participation rate | 97.9% | 81.2%+16.7pp | 81.5%+16.5pp | 70.6%+27.4pp |
| Annual return | 14.51% | 20.62%-6.1pp | 49.20%-34.7pp | 31.24%-16.7pp |
| Employer contribution / active EE | $6,275 | $3,039+106.5% | $3,942+59.2% | $2,726+130.2% |
| Participant deferral / active EE | $9,724 | $8,284+17.4% | $8,082+20.3% | $4,647+109.2% |
| Admin fee / account holder | $137 | $174-21.6% | $7,899-98.3% | $430-68.3% |