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 5-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 INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $216,384 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,490 | $50,127-31.2% | $149,673-77.0% | $80,160-57.0% |
| Participation rate | 94.2% | 64.3%+29.9pp | 78.8%+15.5pp | 72.9%+21.3pp |
| Annual return | 16.96% | 29.82%-12.9pp | 134.42%-117.5pp | 40.38%-23.4pp |
| Employer contribution / active EE | $1,369 | $1,865-26.6% | $4,818-71.6% | $2,978-54.0% |
| Participant deferral / active EE | $3,472 | $3,194+8.7% | $5,680-38.9% | $5,017-30.8% |
| Admin fee / account holder | $79 | $153-48.1% | $13,210-99.4% | $145-45.3% |