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 INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $33,660 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC/ADVISOR SERVICES Service code 27 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $30,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,564 | $114,195-61.0% | $106,548-58.2% | $93,030-52.1% |
| Participation rate | 90.4% | 86.4%+4.0pp | 76.1%+14.3pp | 73.9%+16.5pp |
| Annual return | 22.40% | 22.18%+0.2pp | 26.80%-4.4pp | 158.70%-136.3pp |
| Employer contribution / active EE | $2,292 | $4,009-42.8% | $2,819-18.7% | $2,706-15.3% |
| Participant deferral / active EE | $4,033 | $5,908-31.7% | $4,398-8.3% | $4,562-11.6% |
| Admin fee / account holder | $25 | $105-75.7% | $7,407-99.7% | $152-83.2% |