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 INC1 year Filed as: T. ROWE PRICE RET PLAN SVCS Service code 15 · EIN 52-1309931 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,875 | $60,795-42.6% | $69,455-49.8% | $65,185-46.5% |
| Participation rate | 66.5% | 74.9%-8.3pp | 74.6%-8.1pp | 70.2%-3.7pp |
| Annual return | 2.16% | 17.46%-15.3pp | 28.97%-26.8pp | 29.38%-27.2pp |
| Employer contribution / active EE | $1,309 | $2,452-46.6% | $2,779-52.9% | $2,177-39.9% |
| Participant deferral / active EE | $1,745 | $3,162-44.8% | $3,535-50.6% | $3,514-50.3% |
| Admin fee / account holder | $71 | $314-77.4% | $3,839-98.2% | $847-91.6% |