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 Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,590 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,080 | $74,552-44.9% | $62,995-34.8% | $69,631-41.0% |
| Participation rate | 46.7% | 78.3%-31.6pp | 74.8%-28.1pp | 70.7%-24.0pp |
| Annual return | 18.93% | 15.77%+3.2pp | 87.57%-68.6pp | 27571.02%-27552.1pp |
| Employer contribution / active EE | $1,651 | $2,929-43.6% | $2,759-40.2% | $2,032-18.8% |
| Participant deferral / active EE | $2,491 | $2,974-16.2% | $3,329-25.2% | $3,224-22.7% |
| Admin fee / account holder | $7 | $59-87.6% | $3,600-99.8% | $110-93.3% |