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 INC8 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $47,501 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,853 | $88,890+14.6% | $102,423-0.6% | $77,643+31.2% |
| Participation rate | 84.6% | 80.9%+3.7pp | 76.5%+8.1pp | 70.6%+14.0pp |
| Annual return | 13.05% | 24.98%-11.9pp | 29.32%-16.3pp | 31.24%-18.2pp |
| Employer contribution / active EE | $3,474 | $2,698+28.8% | $3,023+14.9% | $2,726+27.5% |
| Participant deferral / active EE | $5,646 | $5,145+9.7% | $5,053+11.7% | $4,647+21.5% |
| Admin fee / account holder | $83 | $235-64.7% | $9,451-99.1% | $430-80.7% |