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 6-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 | $19,855 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,061 | $73,404-82.2% | $87,100-85.0% | $67,579-80.7% |
| Participation rate | 97.7% | 80.9%+16.9pp | 76.9%+20.9pp | 71.3%+26.5pp |
| Annual return | 0.00% | 48.29%-48.3pp | 28.19%-28.2pp | 378.56%-378.6pp |
| Employer contribution / active EE | $1,527 | $2,014-24.2% | $2,521-39.4% | $2,148-28.9% |
| Participant deferral / active EE | $3,292 | $3,913-15.9% | $4,049-18.7% | $3,539-7.0% |
| Admin fee / account holder | $64 | $142-55.1% | $7,497-99.2% | $142-55.3% |