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 INC4+ years Filed as: T. ROWE PRICE TRUST COMPANY Service code 15 · EIN 52-1309931 | Recordkeeping | $432,795 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,516 | $68,904+199.7% | $90,782+127.5% | $68,904+199.7% |
| Participation rate | 97.6% | 74.1%+23.5pp | 82.7%+15.0pp | 74.1%+23.5pp |
| Annual return | -1.82% | 1.07%-2.9pp | -3.42%+1.6pp | 1.07%-2.9pp |
| Employer contribution / active EE | $2,818 | $2,540+10.9% | $4,105-31.3% | $2,540+10.9% |
| Participant deferral / active EE | $9,431 | $4,015+134.9% | $5,366+75.8% | $4,015+134.9% |
| Admin fee / account holder | $48 | $71-32.9% | $5,908-99.2% | $71-32.9% |