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 | $600 |
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 | $184,182 | $89,739+105.2% | $149,718+23.0% | $62,292+195.7% |
| Participation rate | 93.1% | 85.1%+8.0pp | 87.1%+6.1pp | 69.5%+23.6pp |
| Annual return | 18.91% | 21.01%-2.1pp | 1501.63%-1482.7pp | 28.90%-10.0pp |
| Employer contribution / active EE | $2,557 | $3,233-20.9% | $5,445-53.0% | $2,042+25.2% |
| Participant deferral / active EE | $11,870 | $4,797+147.4% | $6,569+80.7% | $3,169+274.5% |
| Admin fee / account holder | $3 | $551-99.5% | $11,283-100.0% | $479-99.4% |