See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC6 years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $6,610 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,398 | $101,724-30.8% | $164,813-57.3% | $80,856-12.9% |
| Participation rate | 93.3% | 71.8%+21.5pp | 78.6%+14.7pp | 67.6%+25.7pp |
| Annual return | 9.95% | 16.72%-6.8pp | 69.93%-60.0pp | 35.59%-25.6pp |
| Employer contribution / active EE | $5,977 | $2,953+102.4% | $4,341+37.7% | $2,755+117.0% |
| Participant deferral / active EE | $11,522 | $4,477+157.4% | $6,031+91.0% | $4,296+168.2% |
| Admin fee / account holder | $61 | $8,227-99.3% | $12,690-99.5% | $6,918-99.1% |