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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $6,920 |
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 | $86,732 | $64,286+34.9% | $90,951-4.6% | $73,409+18.1% |
| Participation rate | 94.3% | 63.6%+30.7pp | 69.0%+25.2pp | 72.2%+22.1pp |
| Annual return | 20.91% | 21.45%-0.5pp | 134.60%-113.7pp | 59.29%-38.4pp |
| Employer contribution / active EE | $1,466 | $895+63.9% | $2,122-30.9% | $2,234-34.4% |
| Participant deferral / active EE | $5,335 | $2,453+117.5% | $3,373+58.2% | $3,805+40.2% |
| Admin fee / account holder | $16 | $287-94.3% | $5,959-99.7% | $158-89.7% |