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 Filed as: T. ROWE PRICE Service code 15 · EIN 52-1309931 | Recordkeeping | $17,371 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,468 | $48,313-51.4% | $73,307-68.0% | $52,331-55.2% |
| Participation rate | 52.3% | 68.6%-16.2pp | 74.9%-22.6pp | 68.1%-15.8pp |
| Annual return | -0.92% | 3.85%-4.8pp | 5.67%-6.6pp | 4.54%-5.5pp |
| Employer contribution / active EE | $653 | $1,661-60.7% | $3,237-79.8% | $1,882-65.3% |
| Participant deferral / active EE | $2,324 | $4,189-44.5% | $4,991-53.4% | $3,022-23.1% |
| Admin fee / account holder | $130 | $404-67.9% | $5,637-97.7% | $592-78.1% |