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 INC4 years Service code 15 · EIN 52-1309931 | Recordkeeping | $26,654 |
DODGE & COX9+ years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
T ROWE PRICE RPS INC9+ years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,068 | $91,407-19.0% | $135,903-45.5% | $71,457+3.7% |
| Participation rate | 99.2% | 75.7%+23.6pp | 81.9%+17.3pp | 67.9%+31.3pp |
| Annual return | 21.99% | 29.90%-7.9pp | 68.23%-46.2pp | 28.85%-6.9pp |
| Employer contribution / active EE | $2,653 | $3,703-28.4% | $4,856-45.4% | $2,588+2.5% |
| Participant deferral / active EE | $3,096 | $7,092-56.4% | $7,758-60.1% | $4,289-27.8% |
| Admin fee / account holder | $142 | $1,266-88.8% | $10,762-98.7% | $1,587-91.1% |