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 INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $8,637 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $51,844 | $50,385+2.9% | $75,670-31.5% | $62,292-16.8% |
| Participation rate | 61.3% | 67.7%-6.4pp | 72.3%-11.1pp | 69.5%-8.3pp |
| Annual return | 9.25% | 19.90%-10.6pp | 27.34%-18.1pp | 28.90%-19.6pp |
| Employer contribution / active EE | $569 | $1,537-63.0% | $2,352-75.8% | $2,042-72.2% |
| Participant deferral / active EE | $1,240 | $2,445-49.3% | $3,142-60.5% | $3,169-60.9% |
| Admin fee / account holder | $115 | $384-70.0% | $5,800-98.0% | $479-76.0% |