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 INC7+ years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $430 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,473 | $104,475+57.4% | $159,436+3.2% | $79,386+107.2% |
| Participation rate | 43.3% | 76.6%-33.3pp | 82.8%-39.5pp | 70.7%-27.4pp |
| Annual return | 14.12% | 67.95%-53.8pp | 263.57%-249.4pp | 116.85%-102.7pp |
| Employer contribution / active EE | $1,549 | $3,417-54.7% | $4,829-67.9% | $2,427-36.2% |
| Participant deferral / active EE | $3,599 | $6,467-44.3% | $7,352-51.0% | $4,046-11.0% |
| Admin fee / account holder | $3 | $711-99.6% | $10,799-100.0% | $626-99.6% |