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 PRS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $19,736 |
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 | $67,086 | $34,934+92.0% | $56,411+18.9% | $74,495-9.9% |
| Participation rate | 39.7% | 32.8%+6.9pp | 52.5%-12.7pp | 67.2%-27.5pp |
| Annual return | 12.68% | 25.94%-13.3pp | 1701.33%-1688.7pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $598 | $609-1.9% | $1,039-42.5% | $2,623-77.2% |
| Participant deferral / active EE | $1,435 | $1,170+22.6% | $1,952-26.5% | $4,346-67.0% |
| Admin fee / account holder | $103 | $2,364-95.6% | $2,829-96.3% | $1,942-94.7% |