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 INC7+ years Filed as: T ROWE PRICE Service code 15 · EIN 52-1309931 | Recordkeeping | $6,960 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,681 | $46,292-70.4% | $143,757-90.5% | $64,808-78.9% |
| Participation rate | 45.7% | 64.2%-18.5pp | 80.3%-34.6pp | 71.5%-25.8pp |
| Annual return | -14.61% | -10.05%-4.6pp | -0.04%-14.6pp | 32.82%-47.4pp |
| Employer contribution / active EE | $1,245 | $1,910-34.8% | $4,951-74.9% | $2,506-50.3% |
| Participant deferral / active EE | $665 | $2,646-74.9% | $5,637-88.2% | $4,310-84.6% |
| Admin fee / account holder | $16 | $154-89.4% | $14,673-99.9% | $188-91.3% |