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 7-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 year Filed as: T. ROWE PRICE PRS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $34,001 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $34,372 | $50,982-32.6% | $154,803-77.8% | $85,563-59.8% |
| Participation rate | 44.8% | 59.8%-15.0pp | 78.1%-33.2pp | 66.0%-21.1pp |
| Annual return | 22.51% | 30.35%-7.8pp | 58.88%-36.4pp | 31.51%-9.0pp |
| Employer contribution / active EE | $2,152 | $1,708+26.0% | $4,305-50.0% | $2,654-18.9% |
| Participant deferral / active EE | $3,790 | $2,474+53.2% | $5,540-31.6% | $4,375-13.4% |
| Admin fee / account holder | $209 | $846-75.3% | $14,329-98.5% | $834-75.0% |