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 9-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 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $13,320 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,310 | $92,055-24.7% | $106,213-34.7% | $77,643-10.7% |
| Participation rate | 92.8% | 81.0%+11.8pp | 75.3%+17.6pp | 70.6%+22.3pp |
| Annual return | 12.93% | 17.91%-5.0pp | 116.14%-103.2pp | 31.24%-18.3pp |
| Employer contribution / active EE | $1,399 | $3,367-58.4% | $3,171-55.9% | $2,726-48.7% |
| Participant deferral / active EE | $3,716 | $5,386-31.0% | $5,016-25.9% | $4,647-20.0% |
| Admin fee / account holder | $27 | $219-87.8% | $11,033-99.8% | $430-93.8% |