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, RPS, INC. Service code 15 · EIN 52-1714114 | Recordkeeping | $9,388 |
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 | $106,764 | $48,576+119.8% | $169,463-37.0% | $56,287+89.7% |
| Participation rate | 72.4% | 65.8%+6.5pp | 77.8%-5.4pp | 69.9%+2.5pp |
| Annual return | -4.43% | -2.51%-1.9pp | 1.83%-6.3pp | -9.96%+5.5pp |
| Employer contribution / active EE | $1,679 | $1,559+7.7% | $4,159-59.6% | $2,111-20.4% |
| Participant deferral / active EE | $4,307 | $3,275+31.5% | $5,277-18.4% | $3,350+28.6% |
| Admin fee / account holder | $50 | $435-88.5% | $9,109-99.5% | $521-90.4% |