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 INC2+ years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $20,353 |
ARTISAN PARTNERS2+ years Service code 28 · EIN 30-0551775 | Investment Management | $0 |
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 | $46,728 | $135,952-65.6% | $123,892-62.3% | $273,961-82.9% |
| Participation rate | 70.0% | 84.1%-14.1pp | 81.4%-11.4pp | 83.0%-13.0pp |
| Annual return | 6.71% | 56.63%-49.9pp | 47.52%-40.8pp | 41.45%-34.7pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,976 | $6,343-5.8% | $5,984-0.1% | $5,287+13.0% |
| Admin fee / account holder | $210 | $9,817-97.9% | $8,357-97.5% | $10,132-97.9% |