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 INC9+ years Filed as: T ROWE PRICE Service code 15 · EIN 52-1309931 | Recordkeeping | $7,908 |
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 | $17,034 | $50,815-66.5% | $155,509-89.0% | $77,643-78.1% |
| Participation rate | 63.6% | 63.1%+0.5pp | 78.2%-14.6pp | 70.6%-7.0pp |
| Annual return | 14.51% | 34.80%-20.3pp | 64.67%-50.2pp | 31.24%-16.7pp |
| Employer contribution / active EE | $1,582 | $1,993-20.6% | $4,672-66.1% | $2,726-42.0% |
| Participant deferral / active EE | $918 | $2,822-67.5% | $5,626-83.7% | $4,647-80.3% |
| Admin fee / account holder | $18 | $437-95.9% | $15,912-99.9% | $430-95.9% |