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 6-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 | $330 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,140 | $91,407-37.5% | $135,903-58.0% | $71,457-20.0% |
| Participation rate | 95.1% | 75.7%+19.5pp | 81.9%+13.2pp | 67.9%+27.2pp |
| Annual return | 27.92% | 29.90%-2.0pp | 68.23%-40.3pp | 28.85%-0.9pp |
| Employer contribution / active EE | $4,291 | $3,703+15.9% | $4,856-11.6% | $2,588+65.8% |
| Participant deferral / active EE | $8,398 | $7,092+18.4% | $7,758+8.2% | $4,289+95.8% |
| Admin fee / account holder | $1 | $1,266-99.9% | $10,762-100.0% | $1,587-99.9% |