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 INC6 years Filed as: T.ROWE PRICE RPS, INC. Service code 51 100 EAST PRATT ST. · BALTIMORE, MD 21202 | Investment Mgmt Fees | $40,311 |
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 | $82,124 | $86,225-4.8% | $146,665-44.0% | $86,799-5.4% |
| Participation rate | 98.6% | 78.0%+20.6pp | 80.1%+18.6pp | 72.3%+26.3pp |
| Annual return | 14.64% | 31.23%-16.6pp | 22.74%-8.1pp | 97.91%-83.3pp |
| Employer contribution / active EE | $4,652 | $2,392+94.5% | $4,136+12.5% | $2,405+93.4% |
| Participant deferral / active EE | $6,673 | $4,245+57.2% | $5,506+21.2% | $4,131+61.5% |
| Admin fee / account holder | $42 | $195-78.7% | $10,280-99.6% | $170-75.5% |