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 INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $22,299 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,132 | $65,322+19.6% | $70,449+10.9% | $73,488+6.3% |
| Participation rate | 98.0% | 77.0%+21.0pp | 75.1%+22.9pp | 70.7%+27.3pp |
| Annual return | 17.75% | 15.71%+2.0pp | 109.03%-91.3pp | 28.51%-10.8pp |
| Employer contribution / active EE | $2,768 | $2,460+12.5% | $2,737+1.1% | $2,270+21.9% |
| Participant deferral / active EE | $4,334 | $3,375+28.4% | $3,709+16.9% | $3,740+15.9% |
| Admin fee / account holder | $106 | $214-50.4% | $3,845-97.2% | $513-79.3% |