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 Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $760 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $45,263 | $68,544-34.0% | $115,752-60.9% | $69,631-35.0% |
| Participation rate | 48.4% | 74.0%-25.5pp | 77.8%-29.3pp | 70.7%-22.2pp |
| Annual return | 16.44% | 20.97%-4.5pp | 19.41%-3.0pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $926 | $2,400-61.4% | $3,492-73.5% | $2,032-54.5% |
| Participant deferral / active EE | $2,871 | $3,887-26.2% | $5,204-44.8% | $3,224-11.0% |
| Admin fee / account holder | $2 | $90-97.9% | $6,278-100.0% | $110-98.3% |