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 INC5 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $76,269 |
Service code 16 4643 S ULSTER ST · DENVER, CO 80237 | Consulting | $60,000 |
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 | $150,875 | $115,744+30.4% | $100,391+50.3% | $199,593-24.4% |
| Participation rate | 94.6% | 85.7%+8.9pp | 81.5%+13.1pp | 72.0%+22.6pp |
| Annual return | 21.39% | 17.79%+3.6pp | 49.20%-27.8pp | 34.25%-12.9pp |
| Employer contribution / active EE | $6,134 | $3,657+67.7% | $3,942+55.6% | $3,034+102.2% |
| Participant deferral / active EE | $12,377 | $9,844+25.7% | $8,082+53.1% | $5,087+143.3% |
| Admin fee / account holder | $119 | $93+27.9% | $7,899-98.5% | $269-55.8% |