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 INC2 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $9,245 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
T ROWE PRICE RPS INC4 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,631 | $79,694-42.7% | $96,139-52.5% | $79,386-42.5% |
| Participation rate | 73.0% | 54.0%+19.0pp | 68.4%+4.6pp | 70.7%+2.3pp |
| Annual return | 12.21% | 40.84%-28.6pp | 191.94%-179.7pp | 116.85%-104.6pp |
| Employer contribution / active EE | $982 | $1,443-32.0% | $2,797-64.9% | $2,427-59.5% |
| Participant deferral / active EE | $795 | $2,539-68.7% | $4,349-81.7% | $4,046-80.4% |
| Admin fee / account holder | $98 | $630-84.4% | $5,537-98.2% | $626-84.3% |