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 | $1,800 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,640 | $80,753-28.6% | $136,294-57.7% | $62,292-7.5% |
| Participation rate | 99.0% | 73.5%+25.5pp | 81.9%+17.1pp | 69.5%+29.5pp |
| Annual return | 13.76% | 35.83%-22.1pp | 5155.94%-5142.2pp | 28.90%-15.1pp |
| Employer contribution / active EE | $1,751 | $2,884-39.3% | $4,695-62.7% | $2,042-14.2% |
| Participant deferral / active EE | $3,363 | $5,164-34.9% | $6,247-46.2% | $3,169+6.1% |
| Admin fee / account holder | $14 | $525-97.4% | $9,243-99.9% | $479-97.2% |