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 INC7 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $85,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,119 | $53,136-13.2% | $155,509-70.3% | $199,593-76.9% |
| Participation rate | 93.3% | 64.1%+29.2pp | 78.2%+15.1pp | 72.0%+21.3pp |
| Annual return | 12.44% | 41.15%-28.7pp | 64.67%-52.2pp | 34.25%-21.8pp |
| Employer contribution / active EE | $1,850 | $1,8510% | $4,672-60.4% | $3,034-39.0% |
| Participant deferral / active EE | $3,779 | $3,161+19.6% | $5,626-32.8% | $5,087-25.7% |
| Admin fee / account holder | $56 | $185-69.6% | $15,912-99.6% | $269-79.0% |