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 INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $95,263 |
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 | $106,445 | $113,995-6.6% | $127,761-16.7% | $77,787+36.8% |
| Participation rate | 98.3% | 85.7%+12.6pp | 79.0%+19.3pp | 73.2%+25.1pp |
| Annual return | 23.97% | 26.09%-2.1pp | 26.14%-2.2pp | 32.57%-8.6pp |
| Employer contribution / active EE | $13,085 | $6,012+117.6% | $4,574+186.1% | $2,504+422.5% |
| Participant deferral / active EE | $0 | $7,267-100.0% | $6,021-100.0% | $3,967-100.0% |
| Admin fee / account holder | $72 | $108-33.2% | $9,395-99.2% | $100-28.1% |