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 INC1 year Filed as: T.ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $750 |
Service code 15 · EIN 30-0219031 | Recordkeeping | $452 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $48,812 | $42,548+14.7% | $74,550-34.5% | $56,287-13.3% |
| Participation rate | 55.0% | 60.5%-5.4pp | 69.1%-14.1pp | 69.9%-14.8pp |
| Annual return | -5.03% | 12.40%-17.4pp | 32.53%-37.6pp | -9.96%+4.9pp |
| Employer contribution / active EE | $1,602 | $855+87.3% | $1,961-18.3% | $2,111-24.1% |
| Participant deferral / active EE | $2,382 | $2,277+4.6% | $3,108-23.4% | $3,350-28.9% |
| Admin fee / account holder | $13 | $467-97.3% | $5,060-99.8% | $521-97.6% |