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 INC5 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $9,319 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,084 | $104,317-76.0% | $159,436-84.3% | $86,799-71.1% |
| Participation rate | 88.2% | 77.7%+10.5pp | 82.8%+5.3pp | 72.3%+15.9pp |
| Annual return | 41.19% | 26.32%+14.9pp | 263.57%-222.4pp | 97.91%-56.7pp |
| Employer contribution / active EE | $1,871 | $3,451-45.8% | $4,829-61.2% | $2,405-22.2% |
| Participant deferral / active EE | $5,482 | $6,837-19.8% | $7,352-25.4% | $4,131+32.7% |
| Admin fee / account holder | $14 | $172-91.8% | $10,799-99.9% | $170-91.7% |