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 6-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 | $1,960 |
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 | $22,853 | $72,607-68.5% | $90,749-74.8% | $66,914-65.8% |
| Participation rate | 95.7% | 73.7%+22.0pp | 75.7%+20.0pp | 69.8%+25.8pp |
| Annual return | -20.06% | -12.28%-7.8pp | -12.16%-7.9pp | 1.58%-21.6pp |
| Employer contribution / active EE | $1,159 | $2,369-51.1% | $2,921-60.3% | $2,544-54.4% |
| Participant deferral / active EE | $6,219 | $3,977+56.4% | $4,564+36.3% | $4,237+46.8% |
| Admin fee / account holder | $13 | $707-98.2% | $8,445-99.9% | $593-97.9% |