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 INC2 years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $1,290 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,414 | $81,474-65.1% | $133,956-78.8% | $73,488-61.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | 19.48% | 19.40%+0.1pp | 45.09%-25.6pp | 28.51%-9.0pp |
| Employer contribution / active EE | $2,789 | $2,209+26.2% | $3,919-28.8% | $2,270+22.8% |
| Participant deferral / active EE | $6,514 | $3,786+72.0% | $5,048+29.1% | $3,740+74.2% |
| Admin fee / account holder | $6 | $713-99.1% | $8,927-99.9% | $513-98.8% |