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 INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $12,467 |
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 | $47,612 | $36,978+28.8% | $155,790-69.4% | $59,188-19.6% |
| Participation rate | 88.8% | 62.7%+26.1pp | 76.1%+12.7pp | 69.4%+19.4pp |
| Annual return | 23.39% | 5.44%+17.9pp | 71.54%-48.2pp | 5.51%+17.9pp |
| Employer contribution / active EE | $3,008 | $1,222+146.2% | $3,836-21.6% | $2,098+43.4% |
| Participant deferral / active EE | $6,165 | $2,795+120.6% | $4,797+28.5% | $3,265+88.8% |
| Admin fee / account holder | $4 | $65-93.7% | $7,478-99.9% | $92-95.5% |