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 8-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 | $2,085 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Securit... | $52 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,664 | $100,801-4.1% | $149,696-35.4% | $73,409+31.7% |
| Participation rate | 88.6% | 77.7%+10.9pp | 82.5%+6.2pp | 72.2%+16.5pp |
| Annual return | 20.15% | 265.34%-245.2pp | 276.60%-256.4pp | 59.29%-39.1pp |
| Employer contribution / active EE | $15,719 | $3,312+374.7% | $4,644+238.5% | $2,234+603.8% |
| Participant deferral / active EE | $4,531 | $6,404-29.3% | $6,842-33.8% | $3,805+19.1% |
| Admin fee / account holder | $7 | $181-96.2% | $9,309-99.9% | $158-95.6% |