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 10-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 | $1,650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,846 | $75,183-45.7% | $123,892-67.0% | $55,167-26.0% |
| Participation rate | 53.0% | 72.8%-19.8pp | 81.4%-28.4pp | 69.0%-16.0pp |
| Annual return | 7.85% | 19.01%-11.2pp | 47.52%-39.7pp | 169.23%-161.4pp |
| Employer contribution / active EE | $1,048 | $2,823-62.9% | $4,617-77.3% | $1,963-46.6% |
| Participant deferral / active EE | $3,088 | $5,084-39.3% | $5,984-48.4% | $3,054+1.1% |
| Admin fee / account holder | $13 | $663-98.0% | $8,357-99.8% | $504-97.4% |