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 INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $20,843 |
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 | $136,923 | $65,376+109.4% | $87,100+57.2% | $65,185+110.1% |
| Participation rate | 91.3% | 75.3%+16.0pp | 76.9%+14.4pp | 70.2%+21.1pp |
| Annual return | 19.87% | 31.27%-11.4pp | 28.19%-8.3pp | 29.38%-9.5pp |
| Employer contribution / active EE | $2,754 | $1,822+51.1% | $2,521+9.2% | $2,177+26.5% |
| Participant deferral / active EE | $6,360 | $3,388+87.7% | $4,049+57.1% | $3,514+81.0% |
| Admin fee / account holder | $116 | $520-77.7% | $7,497-98.5% | $847-86.3% |