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 | $2,163 |
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 | $147,042 | $78,483+87.4% | $106,201+38.5% | $74,546+97.3% |
| Participation rate | 91.2% | 72.8%+18.4pp | 75.3%+15.9pp | 67.2%+24.0pp |
| Annual return | 15.07% | 15.94%-0.9pp | 116.26%-101.2pp | 1366.03%-1351.0pp |
| Employer contribution / active EE | $735 | $2,522-70.8% | $3,170-76.8% | $2,624-72.0% |
| Participant deferral / active EE | $2,564 | $4,320-40.6% | $5,012-48.8% | $4,347-41.0% |
| Admin fee / account holder | $22 | $2,236-99.0% | $11,039-99.8% | $1,944-98.9% |