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 INC4+ years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $4,678 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,237 | $73,102-49.1% | $123,544-69.9% | $56,287-33.8% |
| Participation rate | 56.9% | 74.3%-17.4pp | 82.3%-25.4pp | 69.9%-13.0pp |
| Annual return | -2.89% | 3.01%-5.9pp | 119.20%-122.1pp | -9.96%+7.1pp |
| Employer contribution / active EE | $348 | $2,977-88.3% | $4,628-92.5% | $2,111-83.5% |
| Participant deferral / active EE | $3,186 | $5,423-41.2% | $6,426-50.4% | $3,350-4.9% |
| Admin fee / account holder | $5 | $554-99.1% | $9,284-99.9% | $521-99.0% |