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 | $63,336 |
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 | $55,096 | $42,810+28.7% | $169,463-67.5% | $55,725-1.1% |
| Participation rate | 92.1% | 64.7%+27.4pp | 77.8%+14.3pp | 70.9%+21.2pp |
| Annual return | -3.55% | -3.61%+0.1pp | 1.83%-5.4pp | 244.93%-248.5pp |
| Employer contribution / active EE | $3,797 | $1,402+170.8% | $4,159-8.7% | $2,078+82.7% |
| Participant deferral / active EE | $6,794 | $3,141+116.3% | $5,277+28.8% | $3,356+102.5% |
| Admin fee / account holder | $67 | $106-37.0% | $9,109-99.3% | $115-41.7% |