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 | $33,736 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $688,482 | $56,317+1122.5% | $71,209+866.8% | $74,304+826.6% |
| Participation rate | 95.9% | 55.1%+40.8pp | 73.8%+22.1pp | 60.3%+35.5pp |
| Annual return | 15.62% | 42.83%-27.2pp | 282.51%-266.9pp | 29.43%-13.8pp |
| Employer contribution / active EE | $21,562 | $2,160+898.3% | $2,721+692.5% | $2,241+862.1% |
| Participant deferral / active EE | $18,134 | $2,788+550.5% | $4,175+334.3% | $3,767+381.4% |
| Admin fee / account holder | $127 | $2,290-94.5% | $5,349-97.6% | $2,969-95.7% |