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 LLP5 years Service code 10 P.O. BOX 640382 · PITTSBURGH, PA 15264 | Accounting | $32,000 |
T ROWE PRICE RPS INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $7,965 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,771 | $100,227+47.4% | $169,993-13.1% | $74,419+98.6% |
| Participation rate | 75.3% | 87.3%-12.0pp | 87.0%-11.7pp | 70.7%+4.6pp |
| Annual return | 19.14% | 66.08%-46.9pp | 53.37%-34.2pp | 34.38%-15.2pp |
| Employer contribution / active EE | $3,197 | $4,263-25.0% | $6,785-52.9% | $2,637+21.2% |
| Participant deferral / active EE | $7,691 | $7,143+7.7% | $10,408-26.1% | $4,528+69.8% |
| Admin fee / account holder | $51 | $234-78.2% | $12,815-99.6% | $348-85.3% |