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 INC5+ years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $20,588 |
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 | $106,832 | $89,355+19.6% | $141,162-24.3% | $72,985+46.4% |
| Participation rate | 91.1% | 75.1%+16.0pp | 82.5%+8.6pp | 69.5%+21.6pp |
| Annual return | 24.38% | 111.85%-87.5pp | 71.39%-47.0pp | 81.00%-56.6pp |
| Employer contribution / active EE | $3,018 | $3,114-3.1% | $4,735-36.3% | $2,440+23.7% |
| Participant deferral / active EE | $6,375 | $5,418+17.7% | $6,709-5.0% | $3,607+76.7% |
| Admin fee / account holder | $91 | $5,958-98.5% | $10,261-99.1% | $5,124-98.2% |