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 INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,890 |
T ROWE PRICE RPS INC7+ 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,573 | $56,503-84.8% | $70,092-87.8% | $64,808-86.8% |
| Participation rate | 69.6% | 70.5%-0.9pp | 70.5%-0.9pp | 71.5%-1.9pp |
| Annual return | -15.29% | -13.44%-1.8pp | 190.73%-206.0pp | 32.82%-48.1pp |
| Employer contribution / active EE | $156 | $2,046-92.4% | $2,559-93.9% | $2,506-93.8% |
| Participant deferral / active EE | $1,973 | $3,389-41.8% | $3,849-48.7% | $4,310-54.2% |
| Admin fee / account holder | $5 | $160-96.7% | $6,267-99.9% | $188-97.2% |