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 | $16,330 |
Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Securit... | $2,696 |
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 | $205,098 | $42,396+383.8% | $67,313+204.7% | $56,287+264.4% |
| Participation rate | 94.4% | 61.0%+33.4pp | 69.1%+25.3pp | 69.9%+24.6pp |
| Annual return | -4.24% | -36.63%+32.4pp | -4.08%-0.2pp | -9.96%+5.7pp |
| Employer contribution / active EE | $10,344 | $1,414+631.8% | $2,566+303.2% | $2,111+390.0% |
| Participant deferral / active EE | $7,795 | $2,360+230.3% | $3,568+118.4% | $3,350+132.7% |
| Admin fee / account holder | $95 | $510-81.4% | $4,507-97.9% | $521-81.8% |