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 INC6+ years Filed as: T. ROWE PRICE, RPS, INC. Service code 15 · EIN 52-1714114 | Recordkeeping | $8,233 |
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 | $156,341 | $35,986+334.4% | $77,482+101.8% | $73,488+112.7% |
| Participation rate | 74.2% | 40.8%+33.4pp | 54.2%+20.0pp | 70.7%+3.5pp |
| Annual return | 18.63% | 19.26%-0.6pp | 54.79%-36.2pp | 28.51%-9.9pp |
| Employer contribution / active EE | $1,172 | $557+110.2% | $986+18.8% | $2,270-48.4% |
| Participant deferral / active EE | $2,942 | $1,198+145.6% | $1,861+58.1% | $3,740-21.3% |
| Admin fee / account holder | $46 | $466-90.0% | $2,858-98.4% | $513-90.9% |