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 | $28,417 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS INC. Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,009 | $37,317-14.2% | $77,024-58.4% | $77,904-58.9% |
| Participation rate | 95.9% | 46.9%+49.0pp | 67.9%+28.0pp | 73.7%+22.2pp |
| Annual return | -18.20% | -5.88%-12.3pp | 42.32%-60.5pp | 12.21%-30.4pp |
| Employer contribution / active EE | $1,141 | $1,218-6.3% | $2,812-59.4% | $2,848-59.9% |
| Participant deferral / active EE | $3,364 | $2,564+31.2% | $4,426-24.0% | $4,806-30.0% |
| Admin fee / account holder | $15 | $126-88.4% | $5,425-99.7% | $133-89.0% |