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 |
|---|---|---|
Service code 10 910 RIDGEBROOK ROAD · SPARKS, MD 21152 | Accounting | $18,000 |
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $16,516 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS INC. Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,911 | $42,353+39.1% | $79,550-25.9% | $64,808-9.1% |
| Participation rate | 93.6% | 64.8%+28.9pp | 69.5%+24.1pp | 71.5%+22.1pp |
| Annual return | -20.46% | -12.24%-8.2pp | 0.16%-20.6pp | 32.82%-53.3pp |
| Employer contribution / active EE | $2,228 | $1,181+88.8% | $2,413-7.7% | $2,506-11.1% |
| Participant deferral / active EE | $6,554 | $3,170+106.7% | $3,985+64.5% | $4,310+52.1% |
| Admin fee / account holder | $68 | $160-57.3% | $6,832-99.0% | $188-63.7% |