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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $45,136 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT INC/ADVISOR SERVICES Service code 27 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $30,000 |
Filed as: SMITH DUKES & BUCKALEW Service code 10 PO BOX 160427 · MOBILE, AL 36616 | Accounting | $24,104 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS INC. Service code 15 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,929 | $136,266-70.7% | $90,749-56.0% | $77,904-48.7% |
| Participation rate | 87.1% | 86.6%+0.4pp | 75.7%+11.4pp | 73.7%+13.4pp |
| Annual return | -15.41% | -11.32%-4.1pp | -12.16%-3.2pp | 12.21%-27.6pp |
| Employer contribution / active EE | $2,437 | $4,215-42.2% | $2,921-16.6% | $2,848-14.4% |
| Participant deferral / active EE | $4,338 | $6,353-31.7% | $4,564-5.0% | $4,806-9.7% |
| Admin fee / account holder | $39 | $399-90.3% | $8,445-99.5% | $133-70.8% |