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 INC9 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $55,402 |
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 | $96,320 | $104,919-8.2% | $116,228-17.1% | $85,563+12.6% |
| Participation rate | 91.1% | 78.6%+12.4pp | 74.6%+16.5pp | 66.0%+25.1pp |
| Annual return | 14.61% | 15.38%-0.8pp | 90.06%-75.4pp | 31.51%-16.9pp |
| Employer contribution / active EE | $4,656 | $3,485+33.6% | $2,994+55.5% | $2,654+75.5% |
| Participant deferral / active EE | $6,524 | $5,306+23.0% | $4,953+31.7% | $4,375+49.1% |
| Admin fee / account holder | $119 | $429-72.3% | $11,989-99.0% | $834-85.7% |