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 INC3 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $1,010 |
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 | $80,066 | $101,317-21.0% | $146,958-45.5% | $74,495+7.5% |
| Participation rate | 98.9% | 75.5%+23.4pp | 82.2%+16.8pp | 67.2%+31.7pp |
| Annual return | 17.52% | 8730.91%-8713.4pp | 418.34%-400.8pp | 1364.94%-1347.4pp |
| Employer contribution / active EE | $5,993 | $3,810+57.3% | $4,933+21.5% | $2,623+128.5% |
| Participant deferral / active EE | $11,585 | $7,303+58.6% | $8,070+43.6% | $4,346+166.6% |
| Admin fee / account holder | $4 | $1,739-99.8% | $12,998-100.0% | $1,942-99.8% |