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 INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $9,638 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $70,844 | $74,498-4.9% | $94,224-24.8% | $59,188+19.7% |
| Participation rate | 59.1% | 76.8%-17.7pp | 78.8%-19.7pp | 69.4%-10.3pp |
| Annual return | 5.47% | 2.76%+2.7pp | 10.68%-5.2pp | 5.51%0pp |
| Employer contribution / active EE | $445 | $2,077-78.6% | $3,587-87.6% | $2,098-78.8% |
| Participant deferral / active EE | $2,063 | $3,433-39.9% | $4,320-52.3% | $3,265-36.8% |
| Admin fee / account holder | $0 | $103-100.0% | $6,269-100.0% | $92-100.0% |