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: TROWEPRICE Service code 15 · EIN 52-1309931 | Recordkeeping | $0 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $45,289 | $37,196+21.8% | $154,107-70.6% | $55,725-18.7% |
| Participation rate | 59.9% | 64.1%-4.2pp | 83.0%-23.2pp | 70.9%-11.0pp |
| Annual return | -5.99% | 1319.68%-1325.7pp | 735.12%-741.1pp | 244.93%-250.9pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,652 | $2,068-20.1% | $5,081-67.5% | $3,356-50.8% |
| Admin fee / account holder | $181 | $102+77.8% | $13,411-98.7% | $115+56.8% |