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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $3,330 |
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 | $182,071 | $106,110+71.6% | $147,005+23.9% | $77,671+134.4% |
| Participation rate | 88.4% | 78.4%+10.0pp | 82.2%+6.2pp | 70.6%+17.8pp |
| Annual return | 11.83% | 56.77%-44.9pp | 418.76%-406.9pp | 31.21%-19.4pp |
| Employer contribution / active EE | $2,592 | $4,065-36.2% | $4,934-47.5% | $2,726-4.9% |
| Participant deferral / active EE | $9,258 | $7,992+15.8% | $8,070+14.7% | $4,648+99.2% |
| Admin fee / account holder | $10 | $338-97.1% | $13,006-99.9% | $430-97.8% |