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: TROWEPRICE Service code 15 · EIN 52-1309931 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $54,365 | $62,928-13.6% | $172,739-68.5% | $67,579-19.6% |
| Participation rate | 59.3% | 64.5%-5.2pp | 82.6%-23.3pp | 71.3%-12.0pp |
| Annual return | 20.65% | 30.36%-9.7pp | 802.84%-782.2pp | 378.56%-357.9pp |
| Employer contribution / active EE | $311 | $1,636-81.0% | $5,143-94.0% | $2,148-85.5% |
| Participant deferral / active EE | $1,709 | $2,145-20.3% | $5,198-67.1% | $3,539-51.7% |
| Admin fee / account holder | $191 | $167+14.7% | $13,954-98.6% | $142+34.3% |