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 8-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,558 |
T ROWE PRICE RPS INC1 year Filed as: T.ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $1,050 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $91,323 | $66,310+37.7% | $93,606-2.4% | $65,185+40.1% |
| Participation rate | 65.4% | 74.0%-8.6pp | 75.8%-10.4pp | 70.2%-4.8pp |
| Annual return | 16.60% | 42.58%-26.0pp | 32.76%-16.2pp | 29.38%-12.8pp |
| Employer contribution / active EE | $0 | $2,012-100.0% | $2,718-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,898 | $3,342-13.3% | $4,069-28.8% | $3,514-17.5% |
| Admin fee / account holder | $43 | $6,897-99.4% | $7,888-99.4% | $847-94.9% |