Filed October 26, 2021
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 INC3+ years Filed as: T.ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $1,450 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $297,624 | $58,726+406.8% | $92,233+222.7% | $62,292+377.8% |
| Participation rate | 98.6% | 68.3%+30.3pp | 76.5%+22.1pp | 69.5%+29.1pp |
| Annual return | 20.74% | 43.62%-22.9pp | 176.28%-155.5pp | 28.90%-8.2pp |
| Employer contribution / active EE | $3,472 | $2,392+45.2% | $3,679-5.6% | $2,042+70.0% |
| Participant deferral / active EE | $4,693 | $2,766+69.7% | $3,897+20.4% | $3,169+48.1% |
| Admin fee / account holder | $9 | $556-98.5% | $5,194-99.8% | $479-98.2% |