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 | $3,019 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $101,157 | $56,629+78.6% | $77,999+29.7% | $55,167+83.4% |
| Participation rate | 91.2% | 73.3%+17.9pp | 75.5%+15.7pp | 69.0%+22.2pp |
| Annual return | 1.10% | 2866.98%-2865.9pp | 425.96%-424.9pp | 169.23%-168.1pp |
| Employer contribution / active EE | $1,764 | $1,723+2.4% | $2,470-28.6% | $1,963-10.1% |
| Participant deferral / active EE | $1,892 | $2,777-31.9% | $3,497-45.9% | $3,054-38.1% |
| Admin fee / account holder | $21 | $467-95.4% | $5,480-99.6% | $504-95.8% |