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 INC3+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $2,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,094 | $80,753-44.2% | $136,294-66.9% | $62,292-27.6% |
| Participation rate | 45.8% | 73.5%-27.8pp | 81.9%-36.2pp | 69.5%-23.8pp |
| Annual return | 22.05% | 35.83%-13.8pp | 5155.94%-5133.9pp | 28.90%-6.8pp |
| Employer contribution / active EE | $1,050 | $2,884-63.6% | $4,695-77.6% | $2,042-48.6% |
| Participant deferral / active EE | $2,834 | $5,164-45.1% | $6,247-54.6% | $3,169-10.6% |
| Admin fee / account holder | $19 | $525-96.4% | $9,243-99.8% | $479-96.1% |