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 | $1,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $42,610 | $80,753-47.2% | $136,294-68.7% | $62,292-31.6% |
| Participation rate | 50.0% | 73.5%-23.5pp | 81.9%-31.9pp | 69.5%-19.5pp |
| Annual return | 40.84% | 35.83%+5.0pp | 5155.94%-5115.1pp | 28.90%+11.9pp |
| Employer contribution / active EE | $540 | $2,884-81.3% | $4,695-88.5% | $2,042-73.6% |
| Participant deferral / active EE | $3,094 | $5,164-40.1% | $6,247-50.5% | $3,169-2.4% |
| Admin fee / account holder | $14 | $525-97.3% | $9,243-99.8% | $479-97.0% |