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 | $5,915 |
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 | $68,557 | $40,174+70.7% | $84,015-18.4% | $67,579+1.4% |
| Participation rate | 95.9% | 62.7%+33.2pp | 69.0%+26.9pp | 71.3%+24.7pp |
| Annual return | 26.26% | 25.82%+0.4pp | 71.31%-45.0pp | 378.56%-352.3pp |
| Employer contribution / active EE | $1,838 | $808+127.5% | $1,983-7.4% | $2,148-14.4% |
| Participant deferral / active EE | $4,825 | $2,301+109.7% | $3,239+49.0% | $3,539+36.3% |
| Admin fee / account holder | $14 | $128-89.4% | $6,101-99.8% | $142-90.4% |