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 INC11+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $1,340 |
SS&C1 year Service code 28 P INV20250930-1034-2789-A · BRAINTREE, MA 021848747 | Investment Management | $650 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,560 | $84,556+97.0% | $116,228+43.3% | $74,304+124.2% |
| Participation rate | 83.3% | 66.0%+17.3pp | 74.6%+8.8pp | 60.3%+23.0pp |
| Annual return | 13.81% | 18.35%-4.5pp | 90.06%-76.3pp | 29.43%-15.6pp |
| Employer contribution / active EE | $694 | $2,168-68.0% | $2,994-76.8% | $2,241-69.0% |
| Participant deferral / active EE | $2,429 | $3,814-36.3% | $4,953-51.0% | $3,767-35.5% |
| Admin fee / account holder | $20 | $3,792-99.5% | $11,989-99.8% | $2,969-99.3% |