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 INC7 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $29,372 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,283 | $88,890-16.4% | $102,423-27.5% | $77,643-4.3% |
| Participation rate | 89.5% | 80.9%+8.6pp | 76.5%+13.0pp | 70.6%+18.9pp |
| Annual return | 13.21% | 24.98%-11.8pp | 29.32%-16.1pp | 31.24%-18.0pp |
| Employer contribution / active EE | $2,186 | $2,698-19.0% | $3,023-27.7% | $2,726-19.8% |
| Participant deferral / active EE | $5,033 | $5,145-2.2% | $5,053-0.4% | $4,647+8.3% |
| Admin fee / account holder | $79 | $235-66.7% | $9,451-99.2% | $430-81.8% |