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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $55,360 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT INC/ADVISOR SERVICES Service code 27 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $27,500 |
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 | $45,287 | $104,631-56.7% | $98,439-54.0% | $80,160-43.5% |
| Participation rate | 89.1% | 87.5%+1.6pp | 75.2%+14.0pp | 72.9%+16.2pp |
| Annual return | 16.98% | 34.72%-17.7pp | 21.16%-4.2pp | 40.38%-23.4pp |
| Employer contribution / active EE | $1,747 | $4,517-61.3% | $3,048-42.7% | $2,978-41.3% |
| Participant deferral / active EE | $4,677 | $6,545-28.5% | $4,738-1.3% | $5,017-6.8% |
| Admin fee / account holder | $29 | $105-72.2% | $8,948-99.7% | $145-79.9% |