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 | $2,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,281 | $86,332-70.7% | $125,175-79.8% | $65,185-61.2% |
| Participation rate | 98.3% | 75.3%+23.0pp | 79.8%+18.6pp | 70.2%+28.1pp |
| Annual return | 24.35% | 27.43%-3.1pp | 43.79%-19.4pp | 29.38%-5.0pp |
| Employer contribution / active EE | $2,808 | $2,040+37.7% | $3,865-27.3% | $2,177+29.0% |
| Participant deferral / active EE | $5,897 | $3,537+66.7% | $4,937+19.5% | $3,514+67.8% |
| Admin fee / account holder | $10 | $609-98.4% | $9,702-99.9% | $847-98.9% |