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 | $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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,427 | $91,762-21.1% | $67,502+7.3% | $77,643-6.7% |
| Participation rate | 47.4% | 75.9%-28.5pp | 72.9%-25.5pp | 70.6%-23.2pp |
| Annual return | 13.31% | 14.87%-1.6pp | 3512.12%-3498.8pp | 31.24%-17.9pp |
| Employer contribution / active EE | $2,328 | $3,181-26.8% | $2,731-14.7% | $2,726-14.6% |
| Participant deferral / active EE | $3,829 | $3,903-1.9% | $4,000-4.3% | $4,647-17.6% |
| Admin fee / account holder | $126 | $176-28.1% | $3,998-96.8% | $430-70.6% |