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 INC1+ years Filed as: T. ROWE PRICE, RPS, INC. Service code 15 · EIN 52-1714114 | Recordkeeping | $953 |
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 | $76,778 | $45,283+69.6% | $155,790-50.7% | $52,331+46.7% |
| Participation rate | 78.5% | 62.2%+16.3pp | 76.1%+2.4pp | 68.1%+10.4pp |
| Annual return | 2.89% | 1.80%+1.1pp | 71.54%-68.6pp | 4.54%-1.6pp |
| Employer contribution / active EE | $1,471 | $1,329+10.7% | $3,836-61.7% | $1,882-21.8% |
| Participant deferral / active EE | $3,411 | $2,854+19.5% | $4,797-28.9% | $3,022+12.9% |
| Admin fee / account holder | $5 | $981-99.5% | $7,478-99.9% | $592-99.1% |