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 INC7 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $2,798 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,495 | $131,799+78.7% | $200,582+17.4% | $85,563+175.2% |
| Participation rate | 95.6% | 87.9%+7.7pp | 86.9%+8.7pp | 66.0%+29.6pp |
| Annual return | 17.09% | 21.59%-4.5pp | 42.33%-25.2pp | 31.51%-14.4pp |
| Employer contribution / active EE | $6,690 | $4,532+47.6% | $6,419+4.2% | $2,654+152.1% |
| Participant deferral / active EE | $8,204 | $7,702+6.5% | $9,331-12.1% | $4,375+87.5% |
| Admin fee / account holder | $6 | $235-97.5% | $16,305-100.0% | $834-99.3% |