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 Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $4,724 |
Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Shareholder servicing fees; Direct pa... | $129 |
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 | $107,917 | $65,118+65.7% | $76,768+40.6% | $55,725+93.7% |
| Participation rate | 97.4% | 79.6%+17.8pp | 77.0%+20.4pp | 70.9%+26.5pp |
| Annual return | -5.24% | -1.27%-4.0pp | 2.43%-7.7pp | 244.93%-250.2pp |
| Employer contribution / active EE | $4,215 | $1,941+117.1% | $2,485+69.6% | $2,078+102.8% |
| Participant deferral / active EE | $6,379 | $3,688+73.0% | $3,852+65.6% | $3,356+90.1% |
| Admin fee / account holder | $9 | $116-92.6% | $6,675-99.9% | $115-92.5% |