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 |
|---|---|---|
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $50,481 |
BDO USA, LLP3 years Service code 10 PO BOX 642743 · PITTSBURGH, PA 15264 | Accounting | $19,175 |
Filed as: CAPTRUST FINANCIAL PARTNERS Service code 16 4208 SIX FORKS RD · RALEIGH, NC 27609 | Consulting | $12,047 |
Service code 33 | Securities brokerage; Other commissio... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,902 | $64,311-13.1% | $110,238-49.3% | $75,289-25.8% |
| Participation rate | 36.8% | 79.3%-42.4pp | 79.8%-43.0pp | 72.4%-35.6pp |
| Annual return | -5.06% | -1.74%-3.3pp | 314.74%-319.8pp | -0.04%-5.0pp |
| Employer contribution / active EE | $940 | $2,404-60.9% | $3,826-75.4% | $2,405-60.9% |
| Participant deferral / active EE | $1,754 | $3,892-54.9% | $4,672-62.4% | $3,739-53.1% |
| Admin fee / account holder | $52 | $88-40.8% | $8,547-99.4% | $102-49.3% |