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 6-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 INC1 year Filed as: T. ROWE PRICE Service code 64 · EIN 52-1309931 | Recordkeeping Fees | $19,888 |
Service code 12 · EIN 59-3461974 | Other services; Participant loan proc... | $5,100 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,443 | $46,292-81.8% | $143,757-94.1% | $64,808-87.0% |
| Participation rate | 91.9% | 64.2%+27.6pp | 80.3%+11.5pp | 71.5%+20.4pp |
| Annual return | 83.68% | -10.05%+93.7pp | -0.04%+83.7pp | 32.82%+50.9pp |
| Employer contribution / active EE | $2,073 | $1,910+8.5% | $4,951-58.1% | $2,506-17.3% |
| Participant deferral / active EE | $3,886 | $2,646+46.9% | $5,637-31.1% | $4,310-9.9% |
| Admin fee / account holder | $50 | $154-67.2% | $14,673-99.7% | $188-73.2% |