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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $1,778 |
CHARLES SCHWAB & CO., INC.8 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Other c... | $193 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $392,264 | $124,732+214.5% | $180,183+117.7% | $85,563+358.5% |
| Participation rate | 93.6% | 83.2%+10.4pp | 77.4%+16.1pp | 66.0%+27.6pp |
| Annual return | 14.20% | 17.73%-3.5pp | 27.86%-13.7pp | 31.51%-17.3pp |
| Employer contribution / active EE | $15,211 | $5,370+183.3% | $5,039+201.9% | $2,654+473.2% |
| Participant deferral / active EE | $13,586 | $7,763+75.0% | $6,822+99.1% | $4,375+210.5% |
| Admin fee / account holder | $6 | $294-98.0% | $19,975-100.0% | $834-99.3% |