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 INC6 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $25,255 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,934 | $87,125+33.1% | $108,410+6.9% | $86,799+33.6% |
| Participation rate | 93.3% | 80.5%+12.7pp | 80.1%+13.1pp | 72.3%+21.0pp |
| Annual return | 14.47% | 25.21%-10.7pp | 905.27%-890.8pp | 97.91%-83.4pp |
| Employer contribution / active EE | $7,011 | $2,477+183.0% | $3,558+97.0% | $2,405+191.5% |
| Participant deferral / active EE | $6,690 | $6,944-3.7% | $6,563+1.9% | $4,131+61.9% |
| Admin fee / account holder | $6 | $130-95.2% | $7,295-99.9% | $170-96.3% |