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 3-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 INC1+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $3,480 |
COHEN & STEERS1+ years Filed as: COHEN & STEERS FUNDS Service code 28 · EIN 14-1904657 | Investment Management | $0 |
T ROWE PRICE RPS INC1+ 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,834 | $148,534-26.7% | $135,903-19.9% | $139,434-21.9% |
| Participation rate | 4.5% | 83.9%-79.3pp | 81.9%-77.4pp | 80.3%-75.8pp |
| Annual return | 15.42% | 79.19%-63.8pp | 68.23%-52.8pp | 372.94%-357.5pp |
| Employer contribution / active EE | $4,772 | $5,243-9.0% | $4,856-1.7% | $4,751+0.4% |
| Participant deferral / active EE | $7,295 | $8,100-9.9% | $7,758-6.0% | $6,710+8.7% |
| Admin fee / account holder | $72 | $12,400-99.4% | $10,762-99.3% | $11,403-99.4% |