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 7-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 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,035,966 |
Employer contribution per participant 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 | $86,606 | $138,331-37.4% | $86,677-0.1% | $89,394-3.1% |
| Participation rate | 91.1% | 88.9%+2.2pp | 76.6%+14.5pp | 71.3%+19.8pp |
| Annual return | -14.76% | -11.72%-3.0pp | 35.91%-50.7pp | -11.89%-2.9pp |
| Employer contribution / active EE | $1,991 | $4,812-58.6% | $2,836-29.8% | $3,022-34.1% |
| Participant deferral / active EE | $6,211 | $8,027-22.6% | $4,656+33.4% | $5,123+21.2% |
| Admin fee / account holder | $53 | $64-17.4% | $7,493-99.3% | $79-33.3% |