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 | $24,990 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,711 | $89,248+37.5% | $136,007-9.8% | $74,546+64.6% |
| Participation rate | 96.2% | 69.4%+26.7pp | 76.5%+19.7pp | 67.2%+28.9pp |
| Annual return | 13.76% | 22.76%-9.0pp | 579.32%-565.6pp | 1366.03%-1352.3pp |
| Employer contribution / active EE | $8,948 | $2,838+215.3% | $4,215+112.3% | $2,624+241.0% |
| Participant deferral / active EE | $9,020 | $4,598+96.2% | $7,024+28.4% | $4,347+107.5% |
| Admin fee / account holder | $72 | $1,545-95.3% | $6,858-98.9% | $1,944-96.3% |