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 INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $128,443 |
Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Shareholder servicing fees; Securitie... | $241 |
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 | $84,892 | $65,223+30.2% | $80,019+6.1% | $55,725+52.3% |
| Participation rate | 98.0% | 80.6%+17.4pp | 75.8%+22.2pp | 70.9%+27.1pp |
| Annual return | -4.93% | 7.59%-12.5pp | 11.22%-16.2pp | 244.93%-249.9pp |
| Employer contribution / active EE | $3,606 | $2,544+41.8% | $2,468+46.1% | $2,078+73.5% |
| Participant deferral / active EE | $10,821 | $3,881+178.9% | $3,686+193.6% | $3,356+222.5% |
| Admin fee / account holder | $97 | $114-15.0% | $6,521-98.5% | $115-15.7% |