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 9-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 Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $81,380 |
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 | $41,165 | $50,127-17.9% | $149,673-72.5% | $80,160-48.6% |
| Participation rate | 92.8% | 64.3%+28.6pp | 78.8%+14.1pp | 72.9%+19.9pp |
| Annual return | 16.57% | 29.82%-13.2pp | 134.42%-117.8pp | 40.38%-23.8pp |
| Employer contribution / active EE | $1,879 | $1,865+0.8% | $4,818-61.0% | $2,978-36.9% |
| Participant deferral / active EE | $3,440 | $3,194+7.7% | $5,680-39.4% | $5,017-31.4% |
| Admin fee / account holder | $54 | $153-64.3% | $13,210-99.6% | $145-62.4% |