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 RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $93,694 | $72,177+29.8% | $115,037-18.6% | $59,632+57.1% |
| Participation rate | 75.4% | 72.6%+2.9pp | 81.4%-6.0pp | 68.7%+6.7pp |
| Annual return | 3.36% | 12.02%-8.7pp | 26.14%-22.8pp | 2041.28%-2037.9pp |
| Employer contribution / active EE | $3,784 | $2,841+33.2% | $4,608-17.9% | $2,203+71.8% |
| Participant deferral / active EE | $9,111 | $4,783+90.5% | $6,026+51.2% | $3,192+185.4% |
| Admin fee / account holder | $0 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |