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 9-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 year Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $49,250 |
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).
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 | $43,075 | $106,028-59.4% | $146,958-70.7% | $77,643-44.5% |
| Participation rate | 54.5% | 78.4%-23.9pp | 82.2%-27.7pp | 70.6%-16.1pp |
| Annual return | 469.28% | 56.73%+412.5pp | 418.34%+50.9pp | 31.24%+438.0pp |
| Employer contribution / active EE | $1,978 | $4,063-51.3% | $4,933-59.9% | $2,726-27.4% |
| Participant deferral / active EE | $4,287 | $7,990-46.3% | $8,070-46.9% | $4,647-7.8% |
| Admin fee / account holder | $66 | $337-80.4% | $12,998-99.5% | $430-84.6% |