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 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $110,035 |
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 | $69,614 | $88,890-21.7% | $102,423-32.0% | $77,643-10.3% |
| Participation rate | 91.4% | 80.9%+10.5pp | 76.5%+14.9pp | 70.6%+20.8pp |
| Annual return | 11.74% | 24.98%-13.2pp | 29.32%-17.6pp | 31.24%-19.5pp |
| Employer contribution / active EE | $2,795 | $2,698+3.6% | $3,023-7.5% | $2,726+2.5% |
| Participant deferral / active EE | $5,003 | $5,145-2.8% | $5,053-1.0% | $4,647+7.6% |
| Admin fee / account holder | $113 | $235-51.9% | $9,451-98.8% | $430-73.7% |