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 INC1+ years Filed as: T. ROWE PRICE TRUST CO. Service code 15 · EIN 52-1309931 | Recordkeeping | $4,380 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,108 | $38,925-22.7% | $73,843-59.2% | $55,191-45.4% |
| Participation rate | 24.3% | 66.0%-41.7pp | 73.4%-49.2pp | 69.2%-44.9pp |
| Annual return | 0.45% | 6.31%-5.9pp | 2267.84%-2267.4pp | 10.78%-10.3pp |
| Employer contribution / active EE | $0 | $1,695-100.0% | $2,787-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $695 | $2,351-70.4% | $3,583-80.6% | $3,046-77.2% |
| Admin fee / account holder | $27 | $83-67.8% | $4,880-99.5% | $91-70.6% |