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 7-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 Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $6,977 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,868 | $47,922-33.5% | $75,886-58.0% | $65,185-51.1% |
| Participation rate | 68.7% | 63.0%+5.7pp | 69.3%-0.6pp | 70.2%-1.5pp |
| Annual return | 107.71% | 24.12%+83.6pp | 30.76%+77.0pp | 29.38%+78.3pp |
| Employer contribution / active EE | $2,037 | $1,557+30.8% | $2,500-18.5% | $2,177-6.4% |
| Participant deferral / active EE | $3,809 | $2,550+49.4% | $3,603+5.7% | $3,514+8.4% |
| Admin fee / account holder | $71 | $532-86.6% | $5,418-98.7% | $847-91.6% |