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 7-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 INC2 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $9,525 |
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 | $37,103 | $55,636-33.3% | $81,983-54.7% | $73,488-49.5% |
| Participation rate | 72.6% | 62.3%+10.3pp | 69.2%+3.4pp | 70.7%+2.0pp |
| Annual return | 19.52% | 19.07%+0.5pp | 41.31%-21.8pp | 28.51%-9.0pp |
| Employer contribution / active EE | $1,842 | $1,625+13.4% | $2,498-26.3% | $2,270-18.9% |
| Participant deferral / active EE | $3,743 | $2,762+35.5% | $3,722+0.6% | $3,740+0.1% |
| Admin fee / account holder | $87 | $493-82.3% | $5,664-98.5% | $513-83.0% |