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 6-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 INC6+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $374,482 |
CREATIVE PLANNING LLC3 years Service code 16 5454 W 110TH STREET · OVERLAND PARK, KS 66211 | Consulting | $42,127 |
Filed as: HAWTHORN, WAYMOUTH & CARROLL LLP Service code 10 8545 UNITED PLAZA BLVD · BATON ROUGE, LA 70809 | Accounting | $14,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,952 | $81,357-49.7% | $75,972-46.1% | $199,593-79.5% |
| Participation rate | 89.9% | 69.9%+20.0pp | 69.1%+20.9pp | 72.0%+17.9pp |
| Annual return | 16.11% | 16.32%-0.2pp | 359.55%-343.4pp | 34.25%-18.1pp |
| Employer contribution / active EE | $1,980 | $3,341-40.7% | $2,685-26.3% | $3,034-34.8% |
| Participant deferral / active EE | $4,041 | $4,710-14.2% | $4,255-5.0% | $5,087-20.6% |
| Admin fee / account holder | $92 | $144-36.2% | $6,467-98.6% | $269-65.7% |