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 Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $6,804 |
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 | $130,658 | $70,106+86.4% | $80,975+61.4% | $63,975+104.2% |
| Participation rate | 96.5% | 79.4%+17.1pp | 75.8%+20.7pp | 71.1%+25.3pp |
| Annual return | 11.75% | 13.93%-2.2pp | 17.10%-5.4pp | 48.65%-36.9pp |
| Employer contribution / active EE | $4,592 | $2,042+124.9% | $3,714+23.6% | $2,182+110.5% |
| Participant deferral / active EE | $9,124 | $5,245+74.0% | $5,696+60.2% | $3,356+171.8% |
| Admin fee / account holder | $3 | $57-95.6% | $5,516-100.0% | $70-96.4% |