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 9-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 INC2+ years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $1,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,669 | $100,041-14.4% | $149,718-42.8% | $70,131+22.2% |
| Participation rate | 88.3% | 83.6%+4.7pp | 87.1%+1.3pp | 69.5%+18.8pp |
| Annual return | 16.09% | 27.43%-11.3pp | 1501.63%-1485.5pp | 73.14%-57.0pp |
| Employer contribution / active EE | $2,794 | $3,662-23.7% | $5,445-48.7% | $2,342+19.3% |
| Participant deferral / active EE | $9,595 | $4,983+92.6% | $6,569+46.1% | $3,332+188.0% |
| Admin fee / account holder | $13 | $8,286-99.8% | $11,283-99.9% | $4,645-99.7% |