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 Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $70,705 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $331,636 | $50,815+552.6% | $155,509+113.3% | $77,643+327.1% |
| Participation rate | 88.0% | 63.1%+24.9pp | 78.2%+9.8pp | 70.6%+17.4pp |
| Annual return | 11.27% | 34.80%-23.5pp | 64.67%-53.4pp | 31.24%-20.0pp |
| Employer contribution / active EE | $17,180 | $1,993+762.2% | $4,672+267.7% | $2,726+530.3% |
| Participant deferral / active EE | $6,303 | $2,822+123.4% | $5,626+12.0% | $4,647+35.6% |
| Admin fee / account holder | $122 | $437-72.1% | $15,912-99.2% | $430-71.7% |