Filed July 15, 2026 (most recent of 2 filings on file)
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 INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $132,789 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Securit... | $411 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,250 | $81,719+87.5% | $101,248+51.4% | $90,288+69.7% |
| Participation rate | 62.8% | 80.7%-17.9pp | 75.8%-13.0pp | 73.4%-10.5pp |
| Annual return | 21.17% | 337.64%-316.5pp | 46.47%-25.3pp | 53.97%-32.8pp |
| Employer contribution / active EE | $1,696 | $3,622-53.2% | $3,660-53.6% | $2,524-32.8% |
| Participant deferral / active EE | $6,618 | $3,310+100.0% | $4,370+51.4% | $4,232+56.4% |
| Admin fee / account holder | $49 | $162-69.6% | $5,945-99.2% | $114-56.9% |