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 INC2 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $22,140 |
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 | $67,499 | $73,404-8.0% | $87,100-22.5% | $67,579-0.1% |
| Participation rate | 84.9% | 80.9%+4.1pp | 76.9%+8.1pp | 71.3%+13.7pp |
| Annual return | 23.23% | 48.29%-25.1pp | 28.19%-5.0pp | 378.56%-355.3pp |
| Employer contribution / active EE | $2,024 | $2,014+0.5% | $2,521-19.7% | $2,148-5.8% |
| Participant deferral / active EE | $4,227 | $3,913+8.0% | $4,049+4.4% | $3,539+19.4% |
| Admin fee / account holder | $74 | $142-47.8% | $7,497-99.0% | $142-48.0% |