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 INC6+ years Filed as: T.ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $1,030 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $349,875 | $69,362+404.4% | $101,248+245.6% | $73,488+376.1% |
| Participation rate | 97.9% | 68.4%+29.5pp | 75.8%+22.1pp | 70.7%+27.2pp |
| Annual return | 19.74% | 18.46%+1.3pp | 46.47%-26.7pp | 28.51%-8.8pp |
| Employer contribution / active EE | $9,375 | $2,628+256.7% | $3,660+156.2% | $2,270+313.0% |
| Participant deferral / active EE | $5,313 | $3,300+61.0% | $4,370+21.6% | $3,740+42.1% |
| Admin fee / account holder | $6 | $704-99.2% | $5,945-99.9% | $513-98.9% |