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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.
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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 |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $50,938 |
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $12,763 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,993 | $120,057-55.0% | $75,696-28.7% | $93,030-42.0% |
| Participation rate | 45.7% | 77.3%-31.6pp | 74.8%-29.1pp | 73.9%-28.2pp |
| Annual return | 17.80% | 19.62%-1.8pp | 104.53%-86.7pp | 158.70%-140.9pp |
| Employer contribution / active EE | $1,586 | $3,253-51.2% | $2,743-42.2% | $2,706-41.4% |
| Participant deferral / active EE | $4,801 | $4,089+17.4% | $3,821+25.6% | $4,562+5.2% |
| Admin fee / account holder | $86 | $81+5.6% | $3,619-97.6% | $152-43.3% |