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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $2,835 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,868 | $82,202+28.8% | $125,339-15.5% | $64,808+63.4% |
| Participation rate | 96.2% | 77.9%+18.3pp | 82.4%+13.8pp | 71.5%+24.7pp |
| Annual return | -17.08% | 3.48%-20.6pp | 572.05%-589.1pp | 32.82%-49.9pp |
| Employer contribution / active EE | $16,775 | $3,615+364.0% | $4,814+248.5% | $2,506+569.4% |
| Participant deferral / active EE | $4,715 | $7,175-34.3% | $7,446-36.7% | $4,310+9.4% |
| Admin fee / account holder | $8 | $163-95.2% | $10,010-99.9% | $188-95.8% |