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 INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $3,564 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $318,587 | $37,117+758.3% | $147,614+115.8% | $55,191+477.2% |
| Participation rate | 93.1% | 63.6%+29.5pp | 84.6%+8.5pp | 69.2%+24.0pp |
| Annual return | -0.34% | 3.44%-3.8pp | 61.98%-62.3pp | 10.78%-11.1pp |
| Employer contribution / active EE | $12,954 | $1,620+699.4% | $5,564+132.8% | $1,899+582.3% |
| Participant deferral / active EE | $5,516 | $1,985+177.8% | $4,895+12.7% | $3,046+81.1% |
| Admin fee / account holder | $9 | $86-89.6% | $11,611-99.9% | $91-90.2% |