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 INC4 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $1,660 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,714 | $100,801-72.5% | $149,696-81.5% | $73,409-62.2% |
| Participation rate | 79.4% | 77.7%+1.7pp | 82.5%-3.1pp | 72.2%+7.2pp |
| Annual return | 35.39% | 265.34%-229.9pp | 276.60%-241.2pp | 59.29%-23.9pp |
| Employer contribution / active EE | $1,811 | $3,312-45.3% | $4,644-61.0% | $2,234-18.9% |
| Participant deferral / active EE | $5,406 | $6,404-15.6% | $6,842-21.0% | $3,805+42.1% |
| Admin fee / account holder | $5 | $181-97.2% | $9,309-99.9% | $158-96.8% |