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 9-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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $5,130 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $12,098 | $66,457-81.8% | $81,382-85.1% | $77,643-84.4% |
| Participation rate | 76.2% | 68.7%+7.4pp | 69.5%+6.7pp | 70.6%+5.6pp |
| Annual return | 19.06% | 15.93%+3.1pp | 24.73%-5.7pp | 31.24%-12.2pp |
| Employer contribution / active EE | $399 | $2,159-81.5% | $2,463-83.8% | $2,726-85.4% |
| Participant deferral / active EE | $2,286 | $3,679-37.9% | $3,883-41.1% | $4,647-50.8% |
| Admin fee / account holder | $10 | $583-98.2% | $5,768-99.8% | $430-97.6% |