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+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $1,600 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $30,741 | $54,320-43.4% | $67,652-54.6% | $52,331-41.3% |
| Participation rate | 90.1% | 73.6%+16.5pp | 75.7%+14.4pp | 68.1%+22.0pp |
| Annual return | 0.75% | 6.81%-6.1pp | 6625.04%-6624.3pp | 4.54%-3.8pp |
| Employer contribution / active EE | $1,150 | $1,544-25.5% | $2,266-49.2% | $1,882-38.9% |
| Participant deferral / active EE | $4,222 | $2,950+43.1% | $3,560+18.6% | $3,022+39.7% |
| Admin fee / account holder | $14 | $527-97.4% | $4,821-99.7% | $592-97.6% |