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 INC4+ years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $23,155 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $81,058 | $77,813+4.2% | $123,544-34.4% | $64,186+26.3% |
| Participation rate | 86.1% | 74.7%+11.4pp | 82.3%+3.8pp | 69.6%+16.5pp |
| Annual return | -1.75% | 12.48%-14.2pp | 119.20%-121.0pp | 7.63%-9.4pp |
| Employer contribution / active EE | $5,096 | $3,014+69.1% | $4,628+10.1% | $2,381+114.0% |
| Participant deferral / active EE | $9,929 | $5,240+89.5% | $6,426+54.5% | $3,470+186.2% |
| Admin fee / account holder | $109 | $5,519-98.0% | $9,284-98.8% | $4,888-97.8% |