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 | $1,565 |
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 | $140,643 | $88,083+59.7% | $164,813-14.7% | $74,495+88.8% |
| Participation rate | 94.0% | 73.0%+21.0pp | 78.6%+15.4pp | 67.2%+26.8pp |
| Annual return | 14.91% | 17.26%-2.4pp | 69.93%-55.0pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $3,129 | $2,593+20.7% | $4,341-27.9% | $2,623+19.3% |
| Participant deferral / active EE | $8,640 | $4,498+92.1% | $6,031+43.2% | $4,346+98.8% |
| Admin fee / account holder | $9 | $2,234-99.6% | $12,690-99.9% | $1,942-99.5% |