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 INC4 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $15,700 |
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 | $160,121 | $104,475+53.3% | $159,436+0.4% | $79,386+101.7% |
| Participation rate | 88.9% | 76.6%+12.3pp | 82.8%+6.1pp | 70.7%+18.2pp |
| Annual return | 11.86% | 67.95%-56.1pp | 263.57%-251.7pp | 116.85%-105.0pp |
| Employer contribution / active EE | $816 | $3,417-76.1% | $4,829-83.1% | $2,427-66.4% |
| Participant deferral / active EE | $12,046 | $6,467+86.3% | $7,352+63.8% | $4,046+197.8% |
| Admin fee / account holder | $128 | $711-82.0% | $10,799-98.8% | $626-79.5% |