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 INC8 years Filed as: T.ROWE PRICE RPS, INC. Service code 51 100 EAST PRATT ST. · BALTIMORE, MD 21202 | Investment Mgmt Fees | $40,169 |
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 | $91,956 | $91,372+0.6% | $129,995-29.3% | $74,419+23.6% |
| Participation rate | 98.0% | 77.8%+20.2pp | 78.5%+19.5pp | 70.7%+27.2pp |
| Annual return | 20.03% | 23.21%-3.2pp | -137.18%+157.2pp | 34.38%-14.4pp |
| Employer contribution / active EE | $5,518 | $2,563+115.3% | $4,320+27.7% | $2,637+109.2% |
| Participant deferral / active EE | $7,495 | $4,721+58.8% | $5,820+28.8% | $4,528+65.5% |
| Admin fee / account holder | $43 | $283-84.9% | $10,614-99.6% | $348-87.7% |