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 Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $1,050 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,583 | $73,638+8.1% | $95,952-17.1% | $73,488+8.3% |
| Participation rate | 71.3% | 76.2%-4.9pp | 77.1%-5.8pp | 70.7%+0.6pp |
| Annual return | 16.05% | 16.78%-0.7pp | 91.61%-75.6pp | 28.51%-12.5pp |
| Employer contribution / active EE | $1,969 | $1,863+5.7% | $2,541-22.5% | $2,270-13.3% |
| Participant deferral / active EE | $2,677 | $3,617-26.0% | $4,167-35.7% | $3,740-28.4% |
| Admin fee / account holder | $10 | $482-97.9% | $6,795-99.8% | $513-98.0% |