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 INC6 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $27,815 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,787 | $79,171+105.6% | $102,423+58.9% | $74,495+118.5% |
| Participation rate | 97.3% | 74.8%+22.5pp | 76.5%+20.8pp | 67.2%+30.1pp |
| Annual return | 14.52% | 54.93%-40.4pp | 29.32%-14.8pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $3,663 | $2,362+55.1% | $3,023+21.2% | $2,623+39.6% |
| Participant deferral / active EE | $8,901 | $4,415+101.6% | $5,053+76.1% | $4,346+104.8% |
| Admin fee / account holder | $229 | $2,001-88.5% | $9,451-97.6% | $1,942-88.2% |