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 | $1,908 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,342 | $129,095+58.3% | $184,200+10.9% | $77,671+163.1% |
| Participation rate | 98.4% | 87.3%+11.0pp | 86.8%+11.5pp | 70.6%+27.8pp |
| Annual return | 14.69% | 33.29%-18.6pp | 28.80%-14.1pp | 31.21%-16.5pp |
| Employer contribution / active EE | $6,147 | $4,410+39.4% | $6,424-4.3% | $2,726+125.5% |
| Participant deferral / active EE | $8,209 | $7,300+12.5% | $9,132-10.1% | $4,648+76.6% |
| Admin fee / account holder | $4 | $256-98.4% | $13,907-100.0% | $430-99.0% |