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 INC8 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $12,250 |
AMERICAN FUNDS3 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
T ROWE PRICE RPS INC6 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,249 | $106,028-63.0% | $146,958-73.3% | $77,643-49.4% |
| Participation rate | 96.4% | 78.4%+18.0pp | 82.2%+14.2pp | 70.6%+25.8pp |
| Annual return | 14.41% | 56.73%-42.3pp | 418.34%-403.9pp | 31.24%-16.8pp |
| Employer contribution / active EE | $2,134 | $4,063-47.5% | $4,933-56.7% | $2,726-21.7% |
| Participant deferral / active EE | $6,549 | $7,990-18.0% | $8,070-18.8% | $4,647+40.9% |
| Admin fee / account holder | $13 | $337-96.2% | $12,998-99.9% | $430-97.0% |