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 INC2+ years Filed as: T. ROWE PRICE RETIREMENT PLAN SVCS Service code 15 · EIN 52-2264646 | Recordkeeping | $34,168 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,427 | $36,916+71.8% | $156,549-59.5% | $57,658+10.0% |
| Participation rate | 79.2% | 63.4%+15.7pp | 84.0%-4.8pp | 70.2%+9.0pp |
| Annual return | 11.76% | 12.38%-0.6pp | 32.23%-20.5pp | 5.13%+6.6pp |
| Employer contribution / active EE | $11,239 | $1,571+615.6% | $5,501+104.3% | $1,974+469.4% |
| Participant deferral / active EE | $6,341 | $1,926+229.3% | $4,871+30.2% | $3,061+107.2% |
| Admin fee / account holder | $97 | $82+17.0% | $13,027-99.3% | $95+2.1% |