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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $79,669 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $100 |
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 | $71,669 | $84,000-14.7% | $119,609-40.1% | $77,904-8.0% |
| Participation rate | 39.1% | 77.8%-38.8pp | 79.3%-40.2pp | 73.7%-34.6pp |
| Annual return | -15.95% | -11.59%-4.4pp | -14.97%-1.0pp | 12.21%-28.2pp |
| Employer contribution / active EE | $1,136 | $2,907-60.9% | $4,232-73.1% | $2,848-60.1% |
| Participant deferral / active EE | $2,267 | $4,705-51.8% | $5,602-59.5% | $4,806-52.8% |
| Admin fee / account holder | $48 | $116-58.4% | $10,323-99.5% | $133-63.7% |