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 Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $23,660 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,691 | $84,936+116.3% | $111,297+65.0% | $79,386+131.4% |
| Participation rate | 94.4% | 75.9%+18.6pp | 77.3%+17.1pp | 70.7%+23.7pp |
| Annual return | 11.64% | 17.45%-5.8pp | 54.65%-43.0pp | 116.85%-105.2pp |
| Employer contribution / active EE | $3,357 | $1,979+69.6% | $2,731+22.9% | $2,427+38.3% |
| Participant deferral / active EE | $7,888 | $3,888+102.9% | $4,487+75.8% | $4,046+95.0% |
| Admin fee / account holder | $129 | $537-75.9% | $7,964-98.4% | $626-79.4% |