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 INC1 year Service code 15 · EIN 52-1714114 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $42,395 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,198 | $100,227+142.6% | $169,993+43.1% | $74,419+226.8% |
| Participation rate | 95.1% | 87.3%+7.8pp | 87.0%+8.1pp | 70.7%+24.3pp |
| Annual return | 16.57% | 66.08%-49.5pp | 53.37%-36.8pp | 34.38%-17.8pp |
| Employer contribution / active EE | $17,759 | $4,263+316.6% | $6,785+161.7% | $2,637+573.4% |
| Participant deferral / active EE | $7,884 | $7,143+10.4% | $10,408-24.2% | $4,528+74.1% |
| Admin fee / account holder | $135 | $234-42.5% | $12,815-98.9% | $348-61.2% |