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 INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $940 |
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 | $248,914 | $43,423+473.2% | $78,689+216.3% | $55,167+351.2% |
| Participation rate | 98.2% | 68.0%+30.1pp | 73.6%+24.6pp | 69.0%+29.2pp |
| Annual return | 7.61% | 11.53%-3.9pp | 62.18%-54.6pp | 169.23%-161.6pp |
| Employer contribution / active EE | $18,258 | $1,997+814.4% | $2,851+540.5% | $1,963+830.3% |
| Participant deferral / active EE | $12,324 | $2,509+391.2% | $3,517+250.4% | $3,054+303.5% |
| Admin fee / account holder | $4 | $416-99.1% | $4,510-99.9% | $504-99.3% |