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 INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $288 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $212,415 | $82,032+158.9% | $123,104+72.5% | $59,632+256.2% |
| Participation rate | 64.2% | 83.2%-19.1pp | 86.8%-22.6pp | 68.7%-4.5pp |
| Annual return | 1.69% | 5.12%-3.4pp | 13.22%-11.5pp | 2041.28%-2039.6pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $7,835 | $4,667+67.9% | $6,230+25.8% | $3,192+145.5% |
| Admin fee / account holder | $2 | $5,881-100.0% | $9,015-100.0% | $4,297-100.0% |