See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $17,807 |
Participant 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 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 | $9,965 | $54,045-81.6% | $115,157-91.3% | $65,185-84.7% |
| Participation rate | 80.8% | 63.5%+17.3pp | 75.9%+4.9pp | 70.2%+10.6pp |
| Annual return | 27.78% | 26.55%+1.2pp | 35.60%-7.8pp | 29.38%-1.6pp |
| Employer contribution / active EE | $4,136 | $1,653+150.3% | $3,179+30.1% | $2,177+90.0% |
| Participant deferral / active EE | $389 | $2,504-84.5% | $4,168-90.7% | $3,514-88.9% |
| Admin fee / account holder | $76 | $626-87.9% | $7,088-98.9% | $847-91.1% |