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 INC6 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $2,360 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,056 | $76,050-1.3% | $96,544-22.3% | $71,457+5.0% |
| Participation rate | 89.1% | 74.4%+14.7pp | 76.0%+13.1pp | 67.9%+21.2pp |
| Annual return | 16.40% | 22.81%-6.4pp | 25.84%-9.4pp | 28.85%-12.4pp |
| Employer contribution / active EE | $2,934 | $2,244+30.7% | $2,965-1.0% | $2,588+13.4% |
| Participant deferral / active EE | $3,667 | $4,215-13.0% | $4,851-24.4% | $4,289-14.5% |
| Admin fee / account holder | $20 | $2,707-99.3% | $8,252-99.8% | $1,587-98.7% |