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 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $12,125 |
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 | $227,420 | $44,425+411.9% | $67,834+235.3% | $55,167+312.2% |
| Participation rate | 95.7% | 59.7%+35.9pp | 68.8%+26.9pp | 69.0%+26.7pp |
| Annual return | 8.08% | 17.80%-9.7pp | 138.47%-130.4pp | 169.23%-161.1pp |
| Employer contribution / active EE | $14,995 | $1,351+1009.5% | $2,403+523.9% | $1,963+664.0% |
| Participant deferral / active EE | $6,929 | $2,166+220.0% | $3,160+119.3% | $3,054+126.9% |
| Admin fee / account holder | $79 | $530-85.1% | $4,622-98.3% | $504-84.3% |