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 | $84,873 |
Service code 16 2040 MAIN STREET · IRVINE, CA 92614 | Consulting | $38,000 |
Service code 10 27913 SMYTH DRIVE · VALENCIA, CA 91355 | Accounting | $5,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $124,896 | $110,299+13.2% | $102,423+21.9% | $199,593-37.4% |
| Participation rate | 66.8% | 86.3%-19.4pp | 76.5%-9.6pp | 72.0%-5.1pp |
| Annual return | 9.90% | 35.73%-25.8pp | 29.32%-19.4pp | 34.25%-24.3pp |
| Employer contribution / active EE | $2,100 | $3,603-41.7% | $3,023-30.5% | $3,034-30.8% |
| Participant deferral / active EE | $5,271 | $6,376-17.3% | $5,053+4.3% | $5,087+3.6% |
| Admin fee / account holder | $131 | $122+6.8% | $9,451-98.6% | $269-51.4% |