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 9-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 Filed as: T. ROWE PRICE Service code 15 · EIN 52-1309931 P.O. BOX 8374 · BOSTON, MA 022668374 | Recordkeeping | $10,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,196 | $38,925+57.2% | $73,843-17.1% | $55,191+10.9% |
| Participation rate | 89.6% | 66.0%+23.6pp | 73.4%+16.2pp | 69.2%+20.5pp |
| Annual return | 0.01% | 6.31%-6.3pp | 2267.84%-2267.8pp | 10.78%-10.8pp |
| Employer contribution / active EE | $3,731 | $1,695+120.1% | $2,787+33.9% | $1,899+96.5% |
| Participant deferral / active EE | $5,760 | $2,351+145.0% | $3,583+60.8% | $3,046+89.1% |
| Admin fee / account holder | $32 | $83-61.9% | $4,880-99.4% | $91-65.2% |