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: T ROWE PRICE RPS,INC Service code 15 · EIN 52-1309931 | Recordkeeping | $1,500 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $19,679 | $43,327-54.6% | $59,878-67.1% | $64,186-69.3% |
| Participation rate | 95.6% | 69.2%+26.4pp | 74.7%+20.9pp | 69.6%+26.0pp |
| Annual return | 6.28% | -1.55%+7.8pp | 3.46%+2.8pp | 7.63%-1.4pp |
| Employer contribution / active EE | $1,923 | $2,028-5.2% | $2,722-29.4% | $2,381-19.2% |
| Participant deferral / active EE | $4,317 | $2,546+69.6% | $3,402+26.9% | $3,470+24.4% |
| Admin fee / account holder | $10 | $3,005-99.7% | $3,590-99.7% | $4,888-99.8% |