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 INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $147,100 |
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 | $84,336 | $96,900-13.0% | $111,392-24.3% | $75,289+12.0% |
| Participation rate | 97.7% | 85.9%+11.8pp | 78.9%+18.8pp | 72.4%+25.3pp |
| Annual return | -6.39% | 1.66%-8.1pp | -2.06%-4.3pp | -0.04%-6.4pp |
| Employer contribution / active EE | $12,067 | $5,520+118.6% | $4,328+178.8% | $2,405+401.7% |
| Participant deferral / active EE | $0 | $6,494-100.0% | $5,567-100.0% | $3,739-100.0% |
| Admin fee / account holder | $115 | $105+9.9% | $12,266-99.1% | $102+12.9% |