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 INC5+ years Filed as: T. ROWE PRICE, RPS, INC. Service code 15 · EIN 52-1714114 | Recordkeeping | $8,883 |
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 | $131,958 | $31,679+316.5% | $74,701+76.6% | $65,185+102.4% |
| Participation rate | 74.4% | 40.4%+34.0pp | 54.5%+19.9pp | 70.2%+4.2pp |
| Annual return | 21.90% | 39.04%-17.1pp | 752.92%-731.0pp | 29.38%-7.5pp |
| Employer contribution / active EE | $1,674 | $566+195.8% | $1,084+54.5% | $2,177-23.1% |
| Participant deferral / active EE | $4,474 | $1,191+275.7% | $1,964+127.9% | $3,514+27.3% |
| Admin fee / account holder | $46 | $379-87.9% | $3,333-98.6% | $847-94.6% |