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 INC3 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 | $48,245 | $73,638-34.5% | $95,952-49.7% | $73,488-34.4% |
| Participation rate | 85.6% | 76.2%+9.5pp | 77.1%+8.6pp | 70.7%+14.9pp |
| Annual return | 15.68% | 16.78%-1.1pp | 91.61%-75.9pp | 28.51%-12.8pp |
| Employer contribution / active EE | $1,816 | $1,863-2.5% | $2,541-28.5% | $2,270-20.0% |
| Participant deferral / active EE | $3,507 | $3,617-3.0% | $4,167-15.8% | $3,740-6.2% |
| Admin fee / account holder | $117 | $482-75.7% | $6,795-98.3% | $513-77.1% |