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 INC5 years Filed as: T ROWE PRICE Service code 12 · EIN 04-3157927 | Float revenue; Shareholder servicing ... | $89,964 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $31,271 | $112,623-72.2% | $106,213-70.6% | $199,593-84.3% |
| Participation rate | 91.4% | 86.2%+5.2pp | 75.3%+16.1pp | 72.0%+19.4pp |
| Annual return | 33.96% | 15.57%+18.4pp | 116.14%-82.2pp | 34.25%-0.3pp |
| Employer contribution / active EE | $3,502 | $4,575-23.5% | $3,171+10.4% | $3,034+15.4% |
| Participant deferral / active EE | $3,955 | $6,659-40.6% | $5,016-21.2% | $5,087-22.3% |
| Admin fee / account holder | $69 | $107-35.9% | $11,033-99.4% | $269-74.5% |