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 INC8 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $36,715 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,329 | $44,897-10.2% | $84,966-52.5% | $199,593-79.8% |
| Participation rate | 95.5% | 45.7%+49.8pp | 67.5%+28.0pp | 72.0%+23.6pp |
| Annual return | 13.70% | 20.96%-7.3pp | 66.38%-52.7pp | 34.25%-20.6pp |
| Employer contribution / active EE | $1,199 | $1,365-12.2% | $2,727-56.0% | $3,034-60.5% |
| Participant deferral / active EE | $3,675 | $2,668+37.7% | $4,519-18.7% | $5,087-27.8% |
| Admin fee / account holder | $20 | $584-96.6% | $6,149-99.7% | $269-92.6% |