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 INC10+ years Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $21,475 |
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 | $202,140 | $102,317+97.6% | $146,958+37.5% | $80,856+150.0% |
| Participation rate | 44.9% | 75.8%-31.0pp | 82.2%-37.3pp | 67.6%-22.8pp |
| Annual return | 16.17% | 134.76%-118.6pp | 418.34%-402.2pp | 35.59%-19.4pp |
| Employer contribution / active EE | $2,014 | $3,713-45.8% | $4,933-59.2% | $2,755-26.9% |
| Participant deferral / active EE | $5,159 | $6,644-22.4% | $8,070-36.1% | $4,296+20.1% |
| Admin fee / account holder | $175 | $7,941-97.8% | $12,998-98.7% | $6,918-97.5% |