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 Filed as: T. ROWE PRICE RETIREMENT PLAN SVC Service code 15 · EIN 52-2264646 4515 PAINTERS MILL ROAD · OWINGS MILLS, MD 21117 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $73,412 | $74,089-0.9% | $133,980-45.2% | $55,167+33.1% |
| Participation rate | 87.9% | 84.3%+3.6pp | 87.1%+0.8pp | 69.0%+18.9pp |
| Annual return | 12.27% | 12.11%+0.2pp | 29.30%-17.0pp | 169.23%-157.0pp |
| Employer contribution / active EE | $486 | $3,064-84.2% | $5,211-90.7% | $1,963-75.3% |
| Participant deferral / active EE | $11,550 | $4,678+146.9% | $6,282+83.9% | $3,054+278.2% |
| Admin fee / account holder | $0 | $458-100.0% | $9,324-100.0% | $504-100.0% |