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 | $2,150 |
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 | $55,185 | $73,102-24.5% | $123,544-55.3% | $56,287-2.0% |
| Participation rate | 99.1% | 74.3%+24.7pp | 82.3%+16.8pp | 69.9%+29.2pp |
| Annual return | -3.48% | 3.01%-6.5pp | 119.20%-122.7pp | -9.96%+6.5pp |
| Employer contribution / active EE | $1,753 | $2,977-41.1% | $4,628-62.1% | $2,111-16.9% |
| Participant deferral / active EE | $3,273 | $5,423-39.6% | $6,426-49.1% | $3,350-2.3% |
| Admin fee / account holder | $16 | $554-97.1% | $9,284-99.8% | $521-96.9% |