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 INC6+ years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $970 |
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 | $141,710 | $99,957+41.8% | $149,696-5.3% | $73,488+92.8% |
| Participation rate | 44.1% | 75.7%-31.6pp | 82.5%-38.4pp | 70.7%-26.6pp |
| Annual return | 21.75% | 53.87%-32.1pp | 276.60%-254.9pp | 28.51%-6.8pp |
| Employer contribution / active EE | $1,403 | $3,191-56.0% | $4,644-69.8% | $2,270-38.2% |
| Participant deferral / active EE | $2,756 | $6,073-54.6% | $6,842-59.7% | $3,740-26.3% |
| Admin fee / account holder | $89 | $551-83.9% | $9,309-99.0% | $513-82.7% |