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 INC4 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $70,517 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,983 | $67,512-30.4% | $185,823-74.7% | $93,030-49.5% |
| Participation rate | 93.1% | 67.1%+26.0pp | 81.7%+11.4pp | 73.9%+19.2pp |
| Annual return | 13.25% | 21.04%-7.8pp | 122.05%-108.8pp | 158.70%-145.4pp |
| Employer contribution / active EE | $1,973 | $1,783+10.6% | $5,167-61.8% | $2,706-27.1% |
| Participant deferral / active EE | $3,005 | $3,035-1.0% | $5,568-46.0% | $4,562-34.1% |
| Admin fee / account holder | $55 | $318-82.7% | $16,237-99.7% | $152-63.7% |