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 INC3+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $1,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $20,007 | $46,173-56.7% | $170,442-88.3% | $69,631-71.3% |
| Participation rate | 23.5% | 63.9%-40.4pp | 83.6%-60.1pp | 70.7%-47.2pp |
| Annual return | 16.38% | 21.62%-5.2pp | 205.93%-189.6pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $306 | $1,610-81.0% | $5,433-94.4% | $2,032-85.0% |
| Participant deferral / active EE | $576 | $2,080-72.3% | $4,939-88.3% | $3,224-82.1% |
| Admin fee / account holder | $10 | $116-91.6% | $13,880-99.9% | $110-91.2% |