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 year Filed as: T.ROWE PRICE RETIREMENT PLAN SERV Service code 15 · EIN 52-1309931 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,432 | $59,186-35.1% | $76,768-49.9% | $56,287-31.7% |
| Participation rate | 84.3% | 75.2%+9.1pp | 77.0%+7.3pp | 69.9%+14.4pp |
| Annual return | -7.91% | 6.62%-14.5pp | 2.43%-10.3pp | -9.96%+2.1pp |
| Employer contribution / active EE | $913 | $1,759-48.1% | $2,485-63.3% | $2,111-56.8% |
| Participant deferral / active EE | $2,888 | $3,255-11.3% | $3,852-25.0% | $3,350-13.8% |
| Admin fee / account holder | $106 | $489-78.3% | $6,675-98.4% | $521-79.6% |