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 INC11+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $134,387 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,603 | $160,882+35.9% | $200,582+9.0% | $102,872+112.5% |
| Participation rate | 94.9% | 91.2%+3.7pp | 86.9%+8.0pp | 73.0%+21.9pp |
| Annual return | 18.17% | 18.15%0pp | 42.33%-24.2pp | 19.06%-0.9pp |
| Employer contribution / active EE | $5,047 | $5,602-9.9% | $6,419-21.4% | $3,526+43.1% |
| Participant deferral / active EE | $16,020 | $9,300+72.3% | $9,331+71.7% | $5,535+189.4% |
| Admin fee / account holder | $53 | $125-57.9% | $16,305-99.7% | $292-82.0% |