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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $30,773 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,773 | $69,763+18.6% | $67,502+22.6% | $74,495+11.1% |
| Participation rate | 72.4% | 71.4%+1.0pp | 72.9%-0.5pp | 67.2%+5.2pp |
| Annual return | 13.84% | -40.34%+54.2pp | 3512.12%-3498.3pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $2,514 | $2,704-7.0% | $2,731-7.9% | $2,623-4.1% |
| Participant deferral / active EE | $3,823 | $3,636+5.1% | $4,000-4.4% | $4,346-12.0% |
| Admin fee / account holder | $117 | $896-87.0% | $3,998-97.1% | $1,942-94.0% |