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 INC4+ 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 | $280,127 | $55,449+405.2% | $83,848+234.1% | $56,287+397.7% |
| Participation rate | 99.3% | 68.0%+31.3pp | 76.1%+23.1pp | 69.9%+29.4pp |
| Annual return | -3.19% | -1.38%-1.8pp | 850.88%-854.1pp | -9.96%+6.8pp |
| Employer contribution / active EE | $7,299 | $2,430+200.3% | $3,631+101.0% | $2,111+245.8% |
| Participant deferral / active EE | $5,042 | $2,935+71.8% | $4,082+23.5% | $3,350+50.5% |
| Admin fee / account holder | $9 | $656-98.7% | $5,478-99.8% | $521-98.4% |