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 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $5,167 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,130 |
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 | $60,132 | $65,118-7.7% | $76,768-21.7% | $55,725+7.9% |
| Participation rate | 78.7% | 79.6%-0.9pp | 77.0%+1.8pp | 70.9%+7.9pp |
| Annual return | -5.60% | -1.27%-4.3pp | 2.43%-8.0pp | 244.93%-250.5pp |
| Employer contribution / active EE | $1,847 | $1,941-4.9% | $2,485-25.7% | $2,078-11.1% |
| Participant deferral / active EE | $3,531 | $3,688-4.2% | $3,852-8.3% | $3,356+5.2% |
| Admin fee / account holder | $34 | $116-70.8% | $6,675-99.5% | $115-70.6% |