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 INC7 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $15,577 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $90,329 | $90,745-0.5% | $130,231-30.6% | $75,163+20.2% |
| Participation rate | 69.7% | 71.1%-1.3pp | 76.3%-6.5pp | 67.2%+2.5pp |
| Annual return | 18.51% | 34.45%-15.9pp | 38.77%-20.3pp | 160.62%-142.1pp |
| Employer contribution / active EE | $2,608 | $3,314-21.3% | $4,126-36.8% | $2,670-2.3% |
| Participant deferral / active EE | $6,629 | $5,362+23.6% | $6,799-2.5% | $4,125+60.7% |
| Admin fee / account holder | $97 | $6,331-98.5% | $6,020-98.4% | $5,651-98.3% |