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 7-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 | $1,410 |
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 | $75,126 | $70,908+5.9% | $98,907-24.0% | $73,488+2.2% |
| Participation rate | 88.4% | 73.8%+14.6pp | 76.0%+12.4pp | 70.7%+17.7pp |
| Annual return | 19.29% | 34.17%-14.9pp | 196.43%-177.1pp | 28.51%-9.2pp |
| Employer contribution / active EE | $2,976 | $2,036+46.1% | $2,689+10.7% | $2,270+31.1% |
| Participant deferral / active EE | $5,726 | $3,500+63.6% | $4,244+34.9% | $3,740+53.1% |
| Admin fee / account holder | $8 | $535-98.5% | $6,642-99.9% | $513-98.5% |