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 | $1,210 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $84,989 | $50,898+67.0% | $171,082-50.3% | $55,167+54.1% |
| Participation rate | 34.3% | 63.3%-29.0pp | 76.7%-42.4pp | 69.0%-34.7pp |
| Annual return | 7.69% | 15.34%-7.7pp | 32.56%-24.9pp | 169.23%-161.5pp |
| Employer contribution / active EE | $286 | $1,433-80.0% | $4,002-92.8% | $1,963-85.4% |
| Participant deferral / active EE | $1,518 | $2,994-49.3% | $4,797-68.4% | $3,054-50.3% |
| Admin fee / account holder | $21 | $500-95.8% | $8,520-99.8% | $504-95.9% |