Filed March 30, 2026
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 | $35,315 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,268 | $96,403-62.4% | $93,606-61.3% | $77,787-53.4% |
| Participation rate | 92.4% | 87.6%+4.7pp | 75.8%+16.5pp | 73.2%+19.2pp |
| Annual return | 20.19% | 39.36%-19.2pp | 32.76%-12.6pp | 32.57%-12.4pp |
| Employer contribution / active EE | $1,883 | $3,616-47.9% | $2,718-30.7% | $2,504-24.8% |
| Participant deferral / active EE | $3,446 | $5,341-35.5% | $4,069-15.3% | $3,967-13.1% |
| Admin fee / account holder | $16 | $90-81.8% | $7,888-99.8% | $100-83.7% |