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 INC3 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,364 | $52,293+15.4% | $178,490-66.2% | $73,409-17.8% |
| Participation rate | 66.6% | 65.3%+1.2pp | 81.9%-15.4pp | 72.2%-5.6pp |
| Annual return | 17.17% | 34.75%-17.6pp | 151.07%-133.9pp | 59.29%-42.1pp |
| Employer contribution / active EE | $338 | $1,735-80.5% | $5,011-93.3% | $2,234-84.9% |
| Participant deferral / active EE | $1,886 | $2,332-19.1% | $5,202-63.7% | $3,805-50.4% |
| Admin fee / account holder | $184 | $127+44.4% | $13,984-98.7% | $158+16.5% |