Filed July 17, 2026
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 INC4 years Filed as: T.ROWE PRICE RPS, INC. Service code 51 100 EAST PRATT ST. · BALTIMORE, MD 21202 | Investment Mgmt Fees | $6,190 |
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 | $60,388 | $69,159-12.7% | $125,175-51.8% | $67,579-10.6% |
| Participation rate | 99.5% | 78.2%+21.3pp | 79.8%+19.7pp | 71.3%+28.2pp |
| Annual return | 22.69% | 27.12%-4.4pp | 43.79%-21.1pp | 378.56%-355.9pp |
| Employer contribution / active EE | $3,664 | $2,023+81.1% | $3,865-5.2% | $2,148+70.6% |
| Participant deferral / active EE | $5,338 | $3,700+44.3% | $4,937+8.1% | $3,539+50.8% |
| Admin fee / account holder | $6 | $142-95.7% | $9,702-99.9% | $142-95.7% |