Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $38,331 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,427 | $91,621-20.9% | $67,511+7.3% | $77,671-6.8% |
| Participation rate | 47.4% | 76.0%-28.6pp | 72.9%-25.5pp | 70.6%-23.2pp |
| Annual return | 13.31% | 14.87%-1.6pp | 3517.41%-3504.1pp | 31.21%-17.9pp |
| Employer contribution / active EE | $2,328 | $3,184-26.9% | $2,733-14.8% | $2,726-14.6% |
| Participant deferral / active EE | $3,829 | $3,906-2.0% | $4,000-4.3% | $4,648-17.6% |
| Admin fee / account holder | $126 | $176-28.2% | $3,999-96.8% | $430-70.6% |