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 INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $144,465 |
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 | $86,322 | $102,255-15.6% | $118,746-27.3% | $77,958+10.7% |
| Participation rate | 98.3% | 84.8%+13.5pp | 78.3%+20.0pp | 71.6%+26.7pp |
| Annual return | 19.95% | 65.05%-45.1pp | 24.54%-4.6pp | 20.87%-0.9pp |
| Employer contribution / active EE | $12,274 | $4,931+148.9% | $4,193+192.7% | $2,310+431.2% |
| Participant deferral / active EE | $0 | $5,974-100.0% | $5,332-100.0% | $3,537-100.0% |
| Admin fee / account holder | $118 | $79+49.2% | $10,720-98.9% | $97+20.9% |