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 INC7 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $9,020 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,078 | $89,248+11.0% | $136,007-27.2% | $74,495+33.0% |
| Participation rate | 94.7% | 69.4%+25.3pp | 76.5%+18.2pp | 67.2%+27.5pp |
| Annual return | 6.59% | 22.76%-16.2pp | 579.32%-572.7pp | 1364.94%-1358.4pp |
| Employer contribution / active EE | $2,741 | $2,838-3.4% | $4,217-35.0% | $2,623+4.5% |
| Participant deferral / active EE | $7,029 | $4,598+52.9% | $7,025+0.1% | $4,346+61.7% |
| Admin fee / account holder | $108 | $1,545-93.0% | $6,858-98.4% | $1,942-94.4% |