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 INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $55,064 |
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 | $23,973 | $73,638-67.4% | $95,952-75.0% | $73,488-67.4% |
| Participation rate | 96.7% | 76.2%+20.6pp | 77.1%+19.6pp | 70.7%+26.0pp |
| Annual return | 42.01% | 16.78%+25.2pp | 91.61%-49.6pp | 28.51%+13.5pp |
| Employer contribution / active EE | $4,400 | $1,863+136.1% | $2,541+73.2% | $2,270+93.8% |
| Participant deferral / active EE | $5,445 | $3,617+50.5% | $4,167+30.7% | $3,740+45.6% |
| Admin fee / account holder | $178 | $482-63.1% | $6,795-97.4% | $513-65.3% |