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 INC2 years Filed as: T.ROWE PRICE RETIREMENT PLAN SERV Service code 15 · EIN 52-1309931 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,571 | $65,376-31.8% | $87,100-48.8% | $65,185-31.6% |
| Participation rate | 83.9% | 75.3%+8.6pp | 76.9%+7.1pp | 70.2%+13.7pp |
| Annual return | 27.45% | 31.27%-3.8pp | 28.19%-0.7pp | 29.38%-1.9pp |
| Employer contribution / active EE | $1,437 | $1,822-21.2% | $2,521-43.0% | $2,177-34.0% |
| Participant deferral / active EE | $3,056 | $3,388-9.8% | $4,049-24.5% | $3,514-13.0% |
| Admin fee / account holder | $110 | $520-78.9% | $7,497-98.5% | $847-87.1% |