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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $149,345 |
Filed as: HIGHLAND CONSULTING ASSOCIATES INC Service code 16 159 CROCKER PARK BLVD, SUITE 350 · CLEVELAND, OH 44145 | Consulting | $15,492 |
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 | $116,970 | $112,623+3.9% | $106,201+10.1% | $199,768-41.4% |
| Participation rate | 97.9% | 86.2%+11.6pp | 75.3%+22.6pp | 72.0%+25.8pp |
| Annual return | 15.57% | 15.57%0pp | 116.26%-100.7pp | 34.26%-18.7pp |
| Employer contribution / active EE | $5,025 | $4,575+9.8% | $3,170+58.5% | $3,037+65.5% |
| Participant deferral / active EE | $7,733 | $6,659+16.1% | $5,012+54.3% | $5,090+51.9% |
| Admin fee / account holder | $125 | $107+17.2% | $11,039-98.9% | $269-53.4% |