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 9-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 | $64,762 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $0 |
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 | $35,722 | $47,456-24.7% | $172,739-79.3% | $77,787-54.1% |
| Participation rate | 87.3% | 66.3%+21.0pp | 82.6%+4.6pp | 73.2%+14.1pp |
| Annual return | 21.21% | 35.57%-14.4pp | 802.84%-781.6pp | 32.57%-11.4pp |
| Employer contribution / active EE | $1,610 | $1,574+2.3% | $5,143-68.7% | $2,504-35.7% |
| Participant deferral / active EE | $2,203 | $2,560-13.9% | $5,198-57.6% | $3,967-44.5% |
| Admin fee / account holder | $52 | $81-35.4% | $13,954-99.6% | $100-47.8% |