Filed April 28, 2020
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 | $4,068 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,726 | $84,487-38.8% | $125,339-58.7% | $66,914-22.7% |
| Participation rate | 53.3% | 76.4%-23.1pp | 82.4%-29.0pp | 69.8%-16.5pp |
| Annual return | -19.52% | -8.39%-11.1pp | 572.05%-591.6pp | 1.58%-21.1pp |
| Employer contribution / active EE | $3,274 | $3,553-7.9% | $4,814-32.0% | $2,544+28.7% |
| Participant deferral / active EE | $7,120 | $6,781+5.0% | $7,446-4.4% | $4,237+68.1% |
| Admin fee / account holder | $32 | $685-95.4% | $10,010-99.7% | $593-94.6% |