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 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $70,675 |
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 | $400,064 | $62,928+535.7% | $172,739+131.6% | $67,579+492.0% |
| Participation rate | 88.2% | 64.5%+23.8pp | 82.6%+5.6pp | 71.3%+17.0pp |
| Annual return | 21.03% | 30.36%-9.3pp | 802.84%-781.8pp | 378.56%-357.5pp |
| Employer contribution / active EE | $12,832 | $1,636+684.3% | $5,143+149.5% | $2,148+497.4% |
| Participant deferral / active EE | $5,266 | $2,145+145.5% | $5,198+1.3% | $3,539+48.8% |
| Admin fee / account holder | $155 | $167-7.2% | $13,954-98.9% | $142+8.7% |