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 | $650 |
OAKMARK4+ years Service code 28 · EIN 04-3276558 | Investment Management | $0 |
OPPENHEIMER4+ years Service code 28 · EIN 13-2527171 | Investment Management | $0 |
RIDGEWORTH3 years Service code 28 · EIN 58-1604573 | Investment Management | $0 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
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 | $51,428 | $44,221+16.3% | $121,196-57.6% | $56,287-8.6% |
| Participation rate | 62.9% | 61.1%+1.9pp | 71.7%-8.8pp | 69.9%-6.9pp |
| Annual return | -2.02% | -3.58%+1.6pp | 16.93%-18.9pp | -9.96%+7.9pp |
| Employer contribution / active EE | $0 | $1,480-100.0% | $4,022-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,387 | $2,521+74.0% | $3,344+31.2% | $3,350+31.0% |
| Admin fee / account holder | $4 | $480-99.1% | $5,019-99.9% | $521-99.2% |