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 INC5+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $255,680 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,392 | $53,136-20.2% | $155,509-72.7% | $199,593-78.8% |
| Participation rate | 94.4% | 64.1%+30.3pp | 78.2%+16.2pp | 72.0%+22.4pp |
| Annual return | 12.69% | 41.15%-28.5pp | 64.67%-52.0pp | 34.25%-21.6pp |
| Employer contribution / active EE | $1,257 | $1,851-32.1% | $4,672-73.1% | $3,034-58.6% |
| Participant deferral / active EE | $3,901 | $3,161+23.4% | $5,626-30.7% | $5,087-23.3% |
| Admin fee / account holder | $103 | $185-44.4% | $15,912-99.4% | $269-61.7% |