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 INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $10,350 |
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 | $37,539 | $74,024-49.3% | $77,999-51.9% | $57,658-34.9% |
| Participation rate | 94.7% | 79.7%+15.0pp | 75.5%+19.2pp | 70.2%+24.5pp |
| Annual return | 6.72% | 12.14%-5.4pp | 425.96%-419.2pp | 5.13%+1.6pp |
| Employer contribution / active EE | $589 | $2,365-75.1% | $2,470-76.2% | $1,974-70.2% |
| Participant deferral / active EE | $2,441 | $3,533-30.9% | $3,497-30.2% | $3,061-20.2% |
| Admin fee / account holder | $13 | $93-85.8% | $5,480-99.8% | $95-86.0% |