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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $84,112 |
BDO USA, LLP1 year Filed as: BDO USA, P.C. Service code 10 PO BOX 642743 · PITTSBURGH, PA 15264 | Accounting | $15,000 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $150 |
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 | $85,694 | $84,993+0.8% | $129,995-34.1% | $80,160+6.9% |
| Participation rate | 37.8% | 79.5%-41.7pp | 78.5%-40.7pp | 72.9%-35.1pp |
| Annual return | 18.95% | 23.76%-4.8pp | -137.18%+156.1pp | 40.38%-21.4pp |
| Employer contribution / active EE | $1,149 | $3,051-62.3% | $4,320-73.4% | $2,978-61.4% |
| Participant deferral / active EE | $2,365 | $4,984-52.5% | $5,820-59.4% | $5,017-52.9% |
| Admin fee / account holder | $52 | $391-86.8% | $10,614-99.5% | $145-64.4% |