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 INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $4,721 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,107 | $75,760+102.1% | $123,104+24.4% | $59,188+158.7% |
| Participation rate | 65.2% | 86.0%-20.8pp | 86.8%-21.5pp | 69.4%-4.2pp |
| Annual return | -2.78% | 2.93%-5.7pp | 13.22%-16.0pp | 5.51%-8.3pp |
| Employer contribution / active EE | $5,117 | $3,415+49.8% | $5,151-0.7% | $2,098+143.9% |
| Participant deferral / active EE | $6,487 | $5,000+29.7% | $6,230+4.1% | $3,265+98.7% |
| Admin fee / account holder | $3 | $61-94.5% | $9,015-100.0% | $92-96.4% |