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 | $3,320 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,704 | $81,900-67.4% | $119,609-77.7% | $68,494-61.0% |
| Participation rate | 95.3% | 71.9%+23.5pp | 79.3%+16.1pp | 67.9%+27.5pp |
| Annual return | -13.75% | -23.82%+10.1pp | -14.97%+1.2pp | -7.84%-5.9pp |
| Employer contribution / active EE | $5,739 | $2,693+113.1% | $4,232+35.6% | $2,596+121.1% |
| Participant deferral / active EE | $15,051 | $4,148+262.9% | $5,602+168.7% | $4,027+273.7% |
| Admin fee / account holder | $12 | $6,582-99.8% | $10,323-99.9% | $5,403-99.8% |