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+ years Filed as: T ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $5,550 |
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $0 |
T ROWE PRICE RPS INC1+ years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
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 | $57,791 | $44,229+30.7% | $155,790-62.9% | $55,191+4.7% |
| Participation rate | 73.4% | 60.8%+12.6pp | 76.1%-2.7pp | 69.2%+4.3pp |
| Annual return | 2.00% | 0.37%+1.6pp | 71.54%-69.5pp | 10.78%-8.8pp |
| Employer contribution / active EE | $3,218 | $1,317+144.2% | $3,836-16.1% | $1,899+69.5% |
| Participant deferral / active EE | $6,186 | $2,851+117.0% | $4,797+29.0% | $3,046+103.1% |
| Admin fee / account holder | $11 | $86-87.7% | $7,478-99.9% | $91-88.3% |