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 INC6 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $10,530 |
AMERICAN FUNDS1 year Service code 28 · EIN 95-1411037 | Investment Management | $0 |
T ROWE PRICE RPS INC4 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,799 | $82,202-71.0% | $125,339-81.0% | $64,808-63.3% |
| Participation rate | 87.3% | 77.9%+9.4pp | 82.4%+4.9pp | 71.5%+15.8pp |
| Annual return | -18.81% | 3.48%-22.3pp | 572.05%-590.9pp | 32.82%-51.6pp |
| Employer contribution / active EE | $1,941 | $3,615-46.3% | $4,814-59.7% | $2,506-22.5% |
| Participant deferral / active EE | $5,653 | $7,175-21.2% | $7,446-24.1% | $4,310+31.2% |
| Admin fee / account holder | $14 | $163-91.3% | $10,010-99.9% | $188-92.4% |