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 INC9 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $113,589 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,805 | $115,744+6.1% | $100,391+22.3% | $199,593-38.5% |
| Participation rate | 80.1% | 85.7%-5.5pp | 81.5%-1.3pp | 72.0%+8.2pp |
| Annual return | 13.11% | 17.79%-4.7pp | 49.20%-36.1pp | 34.25%-21.1pp |
| Employer contribution / active EE | $4,445 | $3,657+21.5% | $3,942+12.8% | $3,034+46.5% |
| Participant deferral / active EE | $5,086 | $9,844-48.3% | $8,082-37.1% | $5,0870% |
| Admin fee / account holder | $78 | $93-16.4% | $7,899-99.0% | $269-71.1% |