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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $71,055 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,932 | $112,623-55.7% | $106,213-53.0% | $199,593-75.0% |
| Participation rate | 89.3% | 86.2%+3.0pp | 75.3%+14.0pp | 72.0%+17.3pp |
| Annual return | 12.17% | 15.57%-3.4pp | 116.14%-104.0pp | 34.25%-22.1pp |
| Employer contribution / active EE | $1,889 | $4,575-58.7% | $3,171-40.4% | $3,034-37.7% |
| Participant deferral / active EE | $5,291 | $6,659-20.5% | $5,016+5.5% | $5,087+4.0% |
| Admin fee / account holder | $25 | $107-76.6% | $11,033-99.8% | $269-90.7% |