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 9-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 Filed as: T ROWE PRICE RPS, INC Service code 15 · EIN 52-1309931 | Recordkeeping | $950 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,705 | $94,529-12.5% | $140,016-40.9% | $64,186+28.9% |
| Participation rate | 90.2% | 84.1%+6.1pp | 87.5%+2.7pp | 69.6%+20.6pp |
| Annual return | -5.74% | 7.77%-13.5pp | 651.12%-656.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $4,137 | $3,812+8.5% | $5,606-26.2% | $2,381+73.8% |
| Participant deferral / active EE | $9,430 | $5,250+79.6% | $6,927+36.1% | $3,470+171.8% |
| Admin fee / account holder | $9 | $6,741-99.9% | $10,705-99.9% | $4,888-99.8% |