See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE RETIREMENT PLAN SERVI Service code 15 · EIN 52-1714114 | Recordkeeping | $12,614 |
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.
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 | $27,976 | $99,957-72.0% | $149,696-81.3% | $73,488-61.9% |
| Participation rate | 64.2% | 75.7%-11.5pp | 82.5%-18.2pp | 70.7%-6.4pp |
| Annual return | 21.04% | 53.87%-32.8pp | 276.60%-255.6pp | 28.51%-7.5pp |
| Employer contribution / active EE | $356 | $3,191-88.8% | $4,644-92.3% | $2,270-84.3% |
| Participant deferral / active EE | $3,536 | $6,073-41.8% | $6,842-48.3% | $3,740-5.4% |
| Admin fee / account holder | $86 | $551-84.3% | $9,309-99.1% | $513-83.2% |