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 INC1 year Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $5,666 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,044 | $65,061-75.3% | $143,757-88.8% | $66,914-76.0% |
| Participation rate | 54.6% | 65.2%-10.6pp | 80.3%-25.7pp | 69.8%-15.2pp |
| Annual return | -9.28% | -11.14%+1.9pp | -0.04%-9.2pp | 1.58%-10.9pp |
| Employer contribution / active EE | $1,480 | $2,361-37.3% | $4,951-70.1% | $2,544-41.8% |
| Participant deferral / active EE | $1,464 | $2,919-49.9% | $5,637-74.0% | $4,237-65.5% |
| Admin fee / account holder | $48 | $502-90.5% | $14,673-99.7% | $593-91.9% |