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 INC2 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $3,632 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,245 | $46,966+30.4% | $185,117-66.9% | $69,631-12.0% |
| Participation rate | 92.3% | 65.3%+27.0pp | 77.3%+15.0pp | 70.7%+21.6pp |
| Annual return | 23.39% | 22.36%+1.0pp | 40.50%-17.1pp | 27571.02%-27547.6pp |
| Employer contribution / active EE | $3,697 | $1,360+171.8% | $4,182-11.6% | $2,032+81.9% |
| Participant deferral / active EE | $6,636 | $3,017+120.0% | $5,045+31.5% | $3,224+105.8% |
| Admin fee / account holder | $4 | $94-95.3% | $8,159-99.9% | $110-96.0% |