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 9-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 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $583 |
Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities brokerage; Float revenue; ... | $187 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RPS INC Service code 15 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,724 | $54,590-63.9% | $81,930-75.9% | $73,488-73.2% |
| Participation rate | 72.5% | 68.3%+4.2pp | 72.0%+0.5pp | 70.7%+1.8pp |
| Annual return | 13.15% | 17.74%-4.6pp | 29.49%-16.3pp | 28.51%-15.4pp |
| Employer contribution / active EE | $84 | $1,636-94.9% | $4,310-98.1% | $2,270-96.3% |
| Participant deferral / active EE | $1,652 | $2,759-40.1% | $7,107-76.8% | $3,740-55.8% |
| Admin fee / account holder | $7 | $592-98.8% | $5,158-99.9% | $513-98.6% |