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 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,478 | $65,322-45.7% | $70,449-49.6% | $73,488-51.7% |
| Participation rate | 67.4% | 77.0%-9.5pp | 75.1%-7.6pp | 70.7%-3.2pp |
| Annual return | 6.53% | 15.71%-9.2pp | 109.03%-102.5pp | 28.51%-22.0pp |
| Employer contribution / active EE | $1,315 | $2,460-46.5% | $2,737-52.0% | $2,270-42.1% |
| Participant deferral / active EE | $1,749 | $3,375-48.2% | $3,709-52.9% | $3,740-53.2% |
| Admin fee / account holder | $73 | $214-65.7% | $3,845-98.1% | $513-85.7% |