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 LLP6 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) | $16,500 |
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $9,920 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,200 | $129,021+29.6% | $184,203-9.2% | $77,643+115.3% |
| Participation rate | 74.5% | 87.3%-12.9pp | 86.8%-12.3pp | 70.6%+3.9pp |
| Annual return | 14.49% | 33.27%-18.8pp | 28.81%-14.3pp | 31.24%-16.8pp |
| Employer contribution / active EE | $3,461 | $4,413-21.6% | $6,427-46.1% | $2,726+27.0% |
| Participant deferral / active EE | $8,194 | $7,297+12.3% | $9,131-10.3% | $4,647+76.3% |
| Admin fee / account holder | $76 | $254-70.0% | $13,901-99.5% | $430-82.3% |