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 TRUST CO. Service code 15 · EIN 52-1309931 | Recordkeeping | $4,972 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,854 | $46,100-28.7% | $86,590-62.1% | $69,631-52.8% |
| Participation rate | 22.5% | 67.2%-44.7pp | 73.5%-51.1pp | 70.7%-48.2pp |
| Annual return | 18.58% | 21.02%-2.4pp | 964.84%-946.3pp | 27571.02%-27552.4pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $2,839-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $778 | $2,432-68.0% | $3,609-78.4% | $3,224-75.9% |
| Admin fee / account holder | $29 | $94-69.5% | $4,906-99.4% | $110-74.1% |