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 INC2+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $6,328 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,520 | $46,732-51.8% | $156,549-85.6% | $55,167-59.2% |
| Participation rate | 43.3% | 65.8%-22.5pp | 84.0%-40.8pp | 69.0%-25.7pp |
| Annual return | 6.09% | 17.72%-11.6pp | 32.23%-26.1pp | 169.23%-163.1pp |
| Employer contribution / active EE | $594 | $2,105-71.8% | $5,501-89.2% | $1,963-69.7% |
| Participant deferral / active EE | $1,180 | $2,204-46.5% | $4,871-75.8% | $3,054-61.4% |
| Admin fee / account holder | $68 | $418-83.7% | $13,027-99.5% | $504-86.5% |