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 INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $67,758 |
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 | $40,362 | $56,095-28.0% | $178,490-77.4% | $90,288-55.3% |
| Participation rate | 92.2% | 65.6%+26.6pp | 81.9%+10.2pp | 73.4%+18.8pp |
| Annual return | 14.88% | 28.81%-13.9pp | 151.07%-136.2pp | 53.97%-39.1pp |
| Employer contribution / active EE | $1,706 | $1,572+8.5% | $5,011-66.0% | $2,524-32.4% |
| Participant deferral / active EE | $2,576 | $2,669-3.5% | $5,202-50.5% | $4,232-39.1% |
| Admin fee / account holder | $52 | $101-48.2% | $13,984-99.6% | $114-54.3% |