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 INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $99,897 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,732 | $185,342-64.0% | $111,297-40.0% | $86,799-23.1% |
| Participation rate | 87.3% | 81.0%+6.3pp | 77.3%+10.0pp | 72.3%+15.0pp |
| Annual return | 13.51% | 500.80%-487.3pp | 54.65%-41.1pp | 97.91%-84.4pp |
| Employer contribution / active EE | $2,189 | $2,246-2.5% | $2,731-19.8% | $2,405-9.0% |
| Participant deferral / active EE | $4,002 | $4,458-10.2% | $4,487-10.8% | $4,131-3.1% |
| Admin fee / account holder | $101 | $255-60.7% | $7,964-98.7% | $170-40.7% |