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 4-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 INC4+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $70,628 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $322,319 | $106,028+204.0% | $146,958+119.3% | $77,643+315.1% |
| Participation rate | 82.7% | 78.4%+4.3pp | 82.2%+0.5pp | 70.6%+12.1pp |
| Annual return | 12.91% | 56.73%-43.8pp | 418.34%-405.4pp | 31.24%-18.3pp |
| Employer contribution / active EE | $6,652 | $4,063+63.7% | $4,933+34.8% | $2,726+144.0% |
| Participant deferral / active EE | $13,966 | $7,990+74.8% | $8,070+73.1% | $4,647+200.5% |
| Admin fee / account holder | $67 | $337-80.1% | $12,998-99.5% | $430-84.4% |