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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 INC5 years Filed as: T. ROWE PRICE RETIREMENT PLAN SERVI Service code 15 · EIN 52-1714114 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,930 | $84,487-68.1% | $125,339-78.5% | $66,914-59.8% |
| Participation rate | 61.3% | 76.4%-15.1pp | 82.4%-21.1pp | 69.8%-8.5pp |
| Annual return | -23.45% | -8.39%-15.1pp | 572.05%-595.5pp | 1.58%-25.0pp |
| Employer contribution / active EE | $1,118 | $3,553-68.5% | $4,814-76.8% | $2,544-56.0% |
| Participant deferral / active EE | $3,420 | $6,781-49.6% | $7,446-54.1% | $4,237-19.3% |
| Admin fee / account holder | $49 | $685-92.8% | $10,010-99.5% | $593-91.7% |