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 8-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 |
|---|---|---|
AMERICAN CENTURY2+ years Service code 28 · EIN 44-0619208 | Investment Management | $0 |
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $0 |
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 | $105,910 | $56,629+87.0% | $77,999+35.8% | $55,167+92.0% |
| Participation rate | 77.9% | 73.3%+4.6pp | 75.5%+2.4pp | 69.0%+8.9pp |
| Annual return | 6.62% | 2866.98%-2860.4pp | 425.96%-419.3pp | 169.23%-162.6pp |
| Employer contribution / active EE | $2,923 | $1,723+69.7% | $2,470+18.4% | $1,963+49.0% |
| Participant deferral / active EE | $5,591 | $2,777+101.3% | $3,497+59.9% | $3,054+83.1% |
| Admin fee / account holder | $0 | $467-100.0% | $5,480-100.0% | $504-100.0% |