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 6-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 INC4 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $4,945 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $87,486 | $50,127+74.5% | $149,673-41.5% | $80,160+9.1% |
| Participation rate | 50.9% | 64.3%-13.4pp | 78.8%-27.9pp | 72.9%-22.0pp |
| Annual return | 19.84% | 29.82%-10.0pp | 134.42%-114.6pp | 40.38%-20.5pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $4,818-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $6,449 | $3,194+101.9% | $5,680+13.5% | $5,017+28.5% |
| Admin fee / account holder | $2 | $153-98.9% | $13,210-100.0% | $145-98.9% |