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 RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $1,200 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,558 | $73,102-81.5% | $123,544-89.0% | $56,287-75.9% |
| Participation rate | 83.0% | 74.3%+8.7pp | 82.3%+0.7pp | 69.9%+13.1pp |
| Annual return | 53.74% | 3.01%+50.7pp | 119.20%-65.5pp | -9.96%+63.7pp |
| Employer contribution / active EE | $959 | $2,977-67.8% | $4,628-79.3% | $2,111-54.6% |
| Participant deferral / active EE | $3,727 | $5,423-31.3% | $6,426-42.0% | $3,350+11.3% |
| Admin fee / account holder | $6 | $554-99.0% | $9,284-99.9% | $521-98.9% |