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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $47,681 |
Annual investment return 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 | $126,160 | $78,419+60.9% | $133,956-5.8% | $73,409+71.9% |
| Participation rate | 89.4% | 78.6%+10.8pp | 79.8%+9.6pp | 72.2%+17.2pp |
| Annual return | 12.02% | 33.35%-21.3pp | 45.09%-33.1pp | 59.29%-47.3pp |
| Employer contribution / active EE | $5,067 | $2,044+147.9% | $3,919+29.3% | $2,234+126.9% |
| Participant deferral / active EE | $5,255 | $3,925+33.9% | $5,048+4.1% | $3,805+38.1% |
| Admin fee / account holder | $88 | $161-45.4% | $8,927-99.0% | $158-44.2% |