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 |
|---|---|---|
T ROWE PRICE RPS INC3+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $230 |
AMERICAN CENTURY3+ years Service code 28 · EIN 44-0619208 | Investment Management | $0 |
T ROWE PRICE RPS INC3+ years Filed as: T. ROWE PRICE RPS, INC Service code 15 | 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 | $124,649 | $63,299+96.9% | $91,001+37.0% | $62,292+100.1% |
| Participation rate | 74.2% | 73.3%+0.8pp | 75.6%-1.4pp | 69.5%+4.6pp |
| Annual return | 18.27% | 20.99%-2.7pp | 4.60%+13.7pp | 28.90%-10.6pp |
| Employer contribution / active EE | $2,855 | $1,807+58.0% | $2,456+16.3% | $2,042+39.8% |
| Participant deferral / active EE | $5,683 | $2,943+93.1% | $3,547+60.2% | $3,169+79.3% |
| Admin fee / account holder | $1 | $468-99.7% | $5,417-100.0% | $479-99.7% |