Filed July 23, 2026 (most recent of 2 filings on file)
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 3-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 INC2 years Filed as: T. ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $66,653 |
T ROWE PRICE RPS INC2 years Filed as: T ROWE PRICE RPS, INC. Service code 15 | Recordkeeping | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,617 | $72,994-73.1% | $120,354-83.7% | $77,643-74.7% |
| Participation rate | 90.0% | 55.2%+34.8pp | 71.9%+18.1pp | 70.6%+19.4pp |
| Annual return | 12.60% | 18.23%-5.6pp | 107.15%-94.6pp | 31.24%-18.6pp |
| Employer contribution / active EE | $1,869 | $1,793+4.2% | $3,463-46.0% | $2,726-31.4% |
| Participant deferral / active EE | $3,226 | $3,011+7.1% | $4,991-35.4% | $4,647-30.6% |
| Admin fee / account holder | $140 | $658-78.7% | $9,423-98.5% | $430-67.5% |