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 INC3+ years Filed as: T. ROWE PRICE TRUST COMPANY Service code 15 · EIN 52-1481931 | Recordkeeping | $7,168 |
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 | $192,481 | $46,100+317.5% | $86,590+122.3% | $69,631+176.4% |
| Participation rate | 98.7% | 67.2%+31.5pp | 73.5%+25.1pp | 70.7%+28.0pp |
| Annual return | 17.68% | 21.02%-3.3pp | 964.84%-947.2pp | 27571.02%-27553.3pp |
| Employer contribution / active EE | $10,349 | $1,850+459.4% | $2,839+264.5% | $2,032+409.3% |
| Participant deferral / active EE | $9,312 | $2,432+282.9% | $3,609+158.0% | $3,224+188.9% |
| Admin fee / account holder | $9 | $94-90.2% | $4,906-99.8% | $110-91.7% |