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 INC5 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $1,210 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,963 | $65,435+2.3% | $86,677-22.7% | $66,914+0.1% |
| Participation rate | 71.8% | 75.5%-3.6pp | 76.6%-4.8pp | 69.8%+2.0pp |
| Annual return | -16.63% | -10.89%-5.7pp | 35.91%-52.5pp | 1.58%-18.2pp |
| Employer contribution / active EE | $2,561 | $2,153+18.9% | $2,836-9.7% | $2,544+0.6% |
| Participant deferral / active EE | $3,389 | $4,100-17.4% | $4,656-27.2% | $4,237-20.0% |
| Admin fee / account holder | $11 | $642-98.3% | $7,493-99.9% | $593-98.2% |