Filed October 16, 2024 (most recent of 2 filings on file)
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 10-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 | $17,780 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,570 | $55,002+6.5% | $59,878-2.2% | $56,287+4.1% |
| Participation rate | 97.9% | 75.9%+22.0pp | 74.7%+23.2pp | 69.9%+28.1pp |
| Annual return | -4.56% | 1.13%-5.7pp | 3.46%-8.0pp | -9.96%+5.4pp |
| Employer contribution / active EE | $2,832 | $2,448+15.7% | $2,722+4.0% | $2,111+34.1% |
| Participant deferral / active EE | $4,361 | $3,121+39.7% | $3,402+28.2% | $3,350+30.2% |
| Admin fee / account holder | $87 | $236-63.2% | $3,590-97.6% | $521-83.4% |