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 INC6+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $3,440 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $93,488 | $52,670+77.5% | $90,404+3.4% | $73,409+27.4% |
| Participation rate | 21.8% | 67.7%-45.9pp | 72.7%-50.9pp | 72.2%-50.4pp |
| Annual return | 20.75% | 20.70%0pp | 1293.02%-1272.3pp | 59.29%-38.5pp |
| Employer contribution / active EE | $291 | $1,872-84.4% | $3,262-91.1% | $2,234-87.0% |
| Participant deferral / active EE | $1,244 | $2,807-55.7% | $3,963-68.6% | $3,805-67.3% |
| Admin fee / account holder | $18 | $117-84.3% | $5,611-99.7% | $158-88.4% |