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 INC9 years Filed as: T.ROWE PRICE RPS, INC. Service code 51 100 EAST PRATT ST. · BALTIMORE, MD 21202 | Investment Mgmt Fees | $39,657 |
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 | $100,236 | $89,436+12.1% | $164,813-39.2% | $77,643+29.1% |
| Participation rate | 99.0% | 78.6%+20.3pp | 78.6%+20.4pp | 70.6%+28.4pp |
| Annual return | 13.65% | 28.83%-15.2pp | 69.93%-56.3pp | 31.24%-17.6pp |
| Employer contribution / active EE | $6,194 | $2,569+141.1% | $4,341+42.7% | $2,726+127.2% |
| Participant deferral / active EE | $8,019 | $4,897+63.8% | $6,031+33.0% | $4,647+72.6% |
| Admin fee / account holder | $42 | $339-87.7% | $12,690-99.7% | $430-90.3% |