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 INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,311 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,487 | $43,550+4.4% | $63,517-28.4% | $52,331-13.1% |
| Participation rate | 58.3% | 65.7%-7.4pp | 71.0%-12.7pp | 68.1%-9.8pp |
| Annual return | 0.03% | 2.03%-2.0pp | -70.30%+70.3pp | 4.54%-4.5pp |
| Employer contribution / active EE | $430 | $1,351-68.2% | $2,322-81.5% | $1,882-77.2% |
| Participant deferral / active EE | $924 | $2,254-59.0% | $2,953-68.7% | $3,022-69.4% |
| Admin fee / account holder | $24 | $387-93.9% | $5,892-99.6% | $592-96.0% |