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 INC2 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,300 |
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 | $147,355 | $111,608+32.0% | $177,821-17.1% | $73,409+100.7% |
| Participation rate | 96.7% | 87.9%+8.9pp | 87.7%+9.0pp | 72.2%+24.6pp |
| Annual return | 15.59% | 18.23%-2.6pp | 48.32%-32.7pp | 59.29%-43.7pp |
| Employer contribution / active EE | $5,496 | $3,796+44.8% | $5,918-7.1% | $2,234+146.1% |
| Participant deferral / active EE | $6,525 | $6,199+5.3% | $7,714-15.4% | $3,805+71.5% |
| Admin fee / account holder | $3 | $166-98.2% | $12,427-100.0% | $158-98.1% |