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 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $6,725 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,093 | $79,184+95.9% | $102,438+51.4% | $74,546+108.1% |
| Participation rate | 89.5% | 74.8%+14.7pp | 76.5%+13.0pp | 67.2%+22.3pp |
| Annual return | 11.67% | 54.95%-43.3pp | 29.37%-17.7pp | 1366.03%-1354.4pp |
| Employer contribution / active EE | $2,788 | $2,362+18.1% | $3,024-7.8% | $2,624+6.3% |
| Participant deferral / active EE | $5,504 | $4,414+24.7% | $5,054+8.9% | $4,347+26.6% |
| Admin fee / account holder | $14 | $2,001-99.3% | $9,448-99.9% | $1,944-99.3% |