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 INC4+ years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $66,574 | $58,083+14.6% | $80,019-16.8% | $56,287+18.3% |
| Participation rate | 34.1% | 73.6%-39.5pp | 75.8%-41.7pp | 69.9%-35.7pp |
| Annual return | 3.93% | 34.61%-30.7pp | 11.22%-7.3pp | -9.96%+13.9pp |
| Employer contribution / active EE | $0 | $1,932-100.0% | $2,468-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,507 | $3,135-51.9% | $3,686-59.1% | $3,350-55.0% |
| Admin fee / account holder | $10 | $623-98.5% | $6,521-99.9% | $521-98.2% |