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 Service code 15 · EIN 52-1481931 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $45,566 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 16 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Consulting | $40,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $170,000 | $62,127+173.6% | $81,382+108.9% | $74,495+128.2% |
| Participation rate | 70.5% | 64.0%+6.5pp | 69.5%+1.1pp | 67.2%+3.3pp |
| Annual return | 13.55% | 16.48%-2.9pp | 24.73%-11.2pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $2,287 | $1,882+21.5% | $2,463-7.1% | $2,623-12.8% |
| Participant deferral / active EE | $5,930 | $3,229+83.6% | $3,883+52.7% | $4,346+36.5% |
| Admin fee / account holder | $476 | $1,934-75.4% | $5,768-91.7% | $1,942-75.5% |