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 INC2+ years Filed as: T. ROWE PRICE TRUST CO. Service code 15 · EIN 52-1309931 | Recordkeeping | $4,741 |
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 | $27,248 | $39,859-31.6% | $78,689-65.4% | $57,658-52.7% |
| Participation rate | 22.4% | 66.1%-43.6pp | 73.6%-51.1pp | 70.2%-47.8pp |
| Annual return | 6.99% | 18.96%-12.0pp | 62.18%-55.2pp | 5.13%+1.9pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,851-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $821 | $2,248-63.5% | $3,517-76.7% | $3,061-73.2% |
| Admin fee / account holder | $27 | $76-64.4% | $4,510-99.4% | $95-71.3% |