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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $37,140 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,601 | $105,190-62.4% | $98,907-60.0% | $90,288-56.1% |
| Participation rate | 89.3% | 86.4%+2.9pp | 76.0%+13.3pp | 73.4%+15.9pp |
| Annual return | 13.67% | 18.52%-4.9pp | 196.43%-182.8pp | 53.97%-40.3pp |
| Employer contribution / active EE | $2,012 | $3,831-47.5% | $2,689-25.2% | $2,524-20.3% |
| Participant deferral / active EE | $3,345 | $5,616-40.4% | $4,244-21.2% | $4,232-21.0% |
| Admin fee / account holder | $19 | $97-80.9% | $6,642-99.7% | $114-83.7% |