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 INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $59 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,141 | $62,324-69.3% | $68,509-72.1% | $55,191-65.3% |
| Participation rate | 86.6% | 78.9%+7.7pp | 74.7%+11.9pp | 69.2%+17.4pp |
| Annual return | 0.50% | 4.26%-3.8pp | 8.27%-7.8pp | 10.78%-10.3pp |
| Employer contribution / active EE | $1,126 | $2,223-49.3% | $2,278-50.6% | $1,899-40.7% |
| Participant deferral / active EE | $1,321 | $3,425-61.4% | $3,382-60.9% | $3,046-56.6% |
| Admin fee / account holder | $0 | $91-99.9% | $5,275-100.0% | $91-99.9% |