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 5-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 INC5+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $15,427 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $102,109 | $52,406+94.8% | $129,207-21.0% | $74,495+37.1% |
| Participation rate | 23.6% | 53.8%-30.2pp | 69.6%-46.0pp | 67.2%-43.6pp |
| Annual return | 15.10% | 15.66%-0.6pp | 9417.33%-9402.2pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $709 | $1,531-53.7% | $4,153-82.9% | $2,623-73.0% |
| Participant deferral / active EE | $2,300 | $2,794-17.7% | $4,168-44.8% | $4,346-47.1% |
| Admin fee / account holder | $195 | $2,633-92.6% | $7,715-97.5% | $1,942-89.9% |