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 INC4 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $203,261 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,788 | $122,186-10.1% | $146,958-25.3% | $199,593-45.0% |
| Participation rate | 93.6% | 78.3%+15.3pp | 82.2%+11.4pp | 72.0%+21.6pp |
| Annual return | 31.84% | 30.56%+1.3pp | 418.34%-386.5pp | 34.25%-2.4pp |
| Employer contribution / active EE | $2,293 | $4,093-44.0% | $4,933-53.5% | $3,034-24.4% |
| Participant deferral / active EE | $7,878 | $8,502-7.3% | $8,070-2.4% | $5,087+54.9% |
| Admin fee / account holder | $51 | $179-71.6% | $12,998-99.6% | $269-81.1% |