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 INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $118,582 |
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 | $105,262 | $107,459-2.0% | $135,903-22.5% | $80,160+31.3% |
| Participation rate | 80.6% | 78.0%+2.5pp | 81.9%-1.3pp | 72.9%+7.6pp |
| Annual return | 23.91% | 91.91%-68.0pp | 68.23%-44.3pp | 40.38%-16.5pp |
| Employer contribution / active EE | $2,079 | $3,877-46.4% | $4,856-57.2% | $2,978-30.2% |
| Participant deferral / active EE | $6,727 | $8,195-17.9% | $7,758-13.3% | $5,017+34.1% |
| Admin fee / account holder | $21 | $127-83.1% | $10,762-99.8% | $145-85.2% |