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 3-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 INC1+ years Filed as: T.ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $7,521 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,893 | $51,197-96.3% | $82,719-97.7% | $66,914-97.2% |
| Participation rate | 96.0% | 67.8%+28.2pp | 72.6%+23.5pp | 69.8%+26.2pp |
| Annual return | 0.00% | -9.64%+9.6pp | 701.18%-701.2pp | 1.58%-1.6pp |
| Employer contribution / active EE | $1,559 | $2,611-40.3% | $3,009-48.2% | $2,544-38.7% |
| Participant deferral / active EE | $1,898 | $3,458-45.1% | $4,395-56.8% | $4,237-55.2% |
| Admin fee / account holder | $47 | $416-88.7% | $5,329-99.1% | $593-92.1% |