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 INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,132 |
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 | $126,009 | $88,515+42.4% | $162,163-22.3% | $67,579+86.5% |
| Participation rate | 94.9% | 86.8%+8.1pp | 87.6%+7.3pp | 71.3%+23.6pp |
| Annual return | 25.40% | 27.04%-1.6pp | 115.59%-90.2pp | 378.56%-353.2pp |
| Employer contribution / active EE | $4,872 | $3,563+36.7% | $5,614-13.2% | $2,148+126.8% |
| Participant deferral / active EE | $5,683 | $5,724-0.7% | $7,298-22.1% | $3,539+60.6% |
| Admin fee / account holder | $3 | $124-97.5% | $10,843-100.0% | $142-97.9% |