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 |
|---|---|---|
ERNST & YOUNG LLP7 years Service code 10 P.O. BOX 640382 · PITTSBURGH, PA 15264 | Accounting | $33,000 |
Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $22,000 |
T ROWE PRICE RPS INC11+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $10,288 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,230 | $131,799+41.3% | $200,582-7.2% | $85,563+117.7% |
| Participation rate | 76.7% | 87.9%-11.2pp | 86.9%-10.2pp | 66.0%+10.7pp |
| Annual return | 14.96% | 21.59%-6.6pp | 42.33%-27.4pp | 31.51%-16.6pp |
| Employer contribution / active EE | $3,842 | $4,532-15.2% | $6,419-40.2% | $2,654+44.8% |
| Participant deferral / active EE | $9,284 | $7,702+20.5% | $9,331-0.5% | $4,375+112.2% |
| Admin fee / account holder | $91 | $235-61.5% | $16,305-99.4% | $834-89.1% |