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 |
|---|---|---|
Service code 16 305 W CHESAPEAKE AVENUE · TOWSON, MD 21204 | Consulting | $9,644 |
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,584 |
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 | $69,060 | $42,582+62.2% | $171,082-59.6% | $57,658+19.8% |
| Participation rate | 97.2% | 63.9%+33.3pp | 76.7%+20.5pp | 70.2%+27.0pp |
| Annual return | 12.41% | 308.67%-296.3pp | 32.56%-20.1pp | 5.13%+7.3pp |
| Employer contribution / active EE | $4,620 | $1,306+253.8% | $4,002+15.5% | $1,974+134.1% |
| Participant deferral / active EE | $9,409 | $2,933+220.8% | $4,797+96.1% | $3,061+207.4% |
| Admin fee / account holder | $21 | $82-74.4% | $8,520-99.8% | $95-77.7% |