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 | $129,021+58.4% | $184,203+10.9% | $77,643+163.2% |
| Participation rate | 98.4% | 87.3%+11.0pp | 86.8%+11.6pp | 70.6%+27.8pp |
| Annual return | 14.69% | 33.27%-18.6pp | 28.81%-14.1pp | 31.24%-16.6pp |
| Employer contribution / active EE | $6,147 | $4,413+39.3% | $6,427-4.4% | $2,726+125.5% |
| Participant deferral / active EE | $8,209 | $7,297+12.5% | $9,131-10.1% | $4,647+76.6% |
| Admin fee / account holder | $4 | $254-98.4% | $13,901-100.0% | $430-99.0% |