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 INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $20,155 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,871 | $60,795+11.6% | $69,455-2.3% | $65,185+4.1% |
| Participation rate | 99.3% | 74.9%+24.5pp | 74.6%+24.7pp | 70.2%+29.1pp |
| Annual return | 23.84% | 17.46%+6.4pp | 28.97%-5.1pp | 29.38%-5.5pp |
| Employer contribution / active EE | $2,796 | $2,452+14.0% | $2,779+0.6% | $2,177+28.5% |
| Participant deferral / active EE | $4,483 | $3,162+41.8% | $3,535+26.8% | $3,514+27.6% |
| Admin fee / account holder | $98 | $314-68.6% | $3,839-97.4% | $847-88.4% |