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 RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $1,650 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $81,403 | $56,629+43.7% | $77,999+4.4% | $55,167+47.6% |
| Participation rate | 85.0% | 73.3%+11.7pp | 75.5%+9.4pp | 69.0%+16.0pp |
| Annual return | 9.16% | 2866.98%-2857.8pp | 425.96%-416.8pp | 169.23%-160.1pp |
| Employer contribution / active EE | $664 | $1,723-61.5% | $2,470-73.1% | $1,963-66.2% |
| Participant deferral / active EE | $2,173 | $2,777-21.7% | $3,497-37.9% | $3,054-28.8% |
| Admin fee / account holder | $14 | $467-97.0% | $5,480-99.7% | $504-97.2% |