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 INC3 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $4,962 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
T ROWE PRICE RPS INC5 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,411 | $37,393+13.4% | $77,024-44.9% | $66,914-36.6% |
| Participation rate | 64.0% | 52.9%+11.1pp | 67.9%-3.9pp | 69.8%-5.8pp |
| Annual return | -13.52% | -3.29%-10.2pp | 42.32%-55.8pp | 1.58%-15.1pp |
| Employer contribution / active EE | $403 | $1,531-73.7% | $2,812-85.7% | $2,544-84.2% |
| Participant deferral / active EE | $1,050 | $2,617-59.9% | $4,426-76.3% | $4,237-75.2% |
| Admin fee / account holder | $138 | $567-75.7% | $5,425-97.5% | $593-76.8% |