See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $143,659 |
Filed as: ARDITO, TOSCANO & MCCULLUM, P.C. Service code 10 40 BAYFEILD DRIVE · NORTH ANDOVER, MA 01845 | Accounting | $64,559 |
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 | $191,253 | $110,299+73.4% | $102,423+86.7% | $199,593-4.2% |
| Participation rate | 76.4% | 86.3%-9.9pp | 76.5%-0.1pp | 72.0%+4.4pp |
| Annual return | 15.24% | 35.73%-20.5pp | 29.32%-14.1pp | 34.25%-19.0pp |
| Employer contribution / active EE | $5,862 | $3,603+62.7% | $3,023+93.9% | $3,034+93.2% |
| Participant deferral / active EE | $8,786 | $6,376+37.8% | $5,053+73.9% | $5,087+72.7% |
| Admin fee / account holder | $76 | $122-38.1% | $9,451-99.2% | $269-71.9% |