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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $54,590 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,736 | $99,078+35.0% | $96,544+38.5% | $74,419+79.7% |
| Participation rate | 98.3% | 80.7%+17.6pp | 76.0%+22.3pp | 70.7%+27.6pp |
| Annual return | 16.11% | 22.48%-6.4pp | 25.84%-9.7pp | 34.38%-18.3pp |
| Employer contribution / active EE | $3,870 | $2,570+50.6% | $2,965+30.5% | $2,637+46.7% |
| Participant deferral / active EE | $7,173 | $4,933+45.4% | $4,851+47.9% | $4,528+58.4% |
| Admin fee / account holder | $121 | $225-45.9% | $8,252-98.5% | $348-65.1% |