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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $89,878 |
Filed as: ACM LLP Service code 10 · EIN 01-0724563 | Accounting | $19,459 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,621 | $79,519-13.7% | $95,952-28.5% | $73,409-6.5% |
| Participation rate | 83.5% | 81.2%+2.3pp | 77.1%+6.4pp | 72.2%+11.3pp |
| Annual return | 12.22% | 19.20%-7.0pp | 91.61%-79.4pp | 59.29%-47.1pp |
| Employer contribution / active EE | $993 | $2,048-51.5% | $2,541-60.9% | $2,234-55.5% |
| Participant deferral / active EE | $3,660 | $4,138-11.5% | $4,167-12.2% | $3,805-3.8% |
| Admin fee / account holder | $122 | $184-33.9% | $6,795-98.2% | $158-22.8% |