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 Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $0 |
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 | $86,826 | $63,299+37.2% | $91,001-4.6% | $62,292+39.4% |
| Participation rate | 90.8% | 73.3%+17.5pp | 75.6%+15.2pp | 69.5%+21.3pp |
| Annual return | 16.46% | 20.99%-4.5pp | 4.60%+11.9pp | 28.90%-12.4pp |
| Employer contribution / active EE | $688 | $1,807-61.9% | $2,456-72.0% | $2,042-66.3% |
| Participant deferral / active EE | $2,173 | $2,943-26.2% | $3,547-38.7% | $3,169-31.4% |
| Admin fee / account holder | $11 | $468-97.6% | $5,417-99.8% | $479-97.7% |