Filed May 19, 2023 (most recent of 2 filings on file)
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 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $59,475 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,169 | $72,254+56.6% | $86,677+30.6% | $64,808+74.6% |
| Participation rate | 96.6% | 80.4%+16.2pp | 76.6%+20.1pp | 71.5%+25.2pp |
| Annual return | -15.13% | 392.42%-407.6pp | 35.91%-51.0pp | 32.82%-47.9pp |
| Employer contribution / active EE | $3,853 | $2,393+61.0% | $2,836+35.8% | $2,506+53.8% |
| Participant deferral / active EE | $6,488 | $4,658+39.3% | $4,656+39.4% | $4,310+50.5% |
| Admin fee / account holder | $127 | $174-27.1% | $7,493-98.3% | $188-32.5% |