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 INC10+ years Filed as: T ROWE PRICE Service code 15 · EIN 52-1309931 | Recordkeeping | $71,263 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,690 | $49,915-42.5% | $154,803-81.5% | $74,304-61.4% |
| Participation rate | 80.1% | 54.0%+26.1pp | 78.1%+2.0pp | 60.3%+19.7pp |
| Annual return | 6.52% | 34.06%-27.5pp | 58.88%-52.4pp | 29.43%-22.9pp |
| Employer contribution / active EE | $2,183 | $1,611+35.5% | $4,305-49.3% | $2,241-2.6% |
| Participant deferral / active EE | $1,325 | $2,255-41.2% | $5,540-76.1% | $3,767-64.8% |
| Admin fee / account holder | $259 | $2,189-88.2% | $14,329-98.2% | $2,969-91.3% |