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 9-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 INC2 years Service code 33 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Other commissions; Other services; Pa... | $813 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,983 | $73,638-79.7% | $95,952-84.4% | $73,488-79.6% |
| Participation rate | 41.2% | 76.2%-35.0pp | 77.1%-35.9pp | 70.7%-29.5pp |
| Annual return | 15.03% | 16.78%-1.8pp | 91.61%-76.6pp | 28.51%-13.5pp |
| Employer contribution / active EE | $802 | $1,863-56.9% | $2,541-68.4% | $2,270-64.7% |
| Participant deferral / active EE | $514 | $3,617-85.8% | $4,167-87.7% | $3,740-86.3% |
| Admin fee / account holder | $7 | $482-98.5% | $6,795-99.9% | $513-98.6% |