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 Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $2,425 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,218 | $79,171+11.4% | $102,423-13.9% | $74,495+18.4% |
| Participation rate | 79.5% | 74.8%+4.7pp | 76.5%+3.0pp | 67.2%+12.3pp |
| Annual return | 11.17% | 54.93%-43.8pp | 29.32%-18.2pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $2,596 | $2,362+9.9% | $3,023-14.1% | $2,623-1.0% |
| Participant deferral / active EE | $3,496 | $4,415-20.8% | $5,053-30.8% | $4,346-19.5% |
| Admin fee / account holder | $21 | $2,001-98.9% | $9,451-99.8% | $1,942-98.9% |