Filed March 8, 2021
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 INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $174,408 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,108 | $105,190-44.8% | $98,907-41.3% | $90,288-35.6% |
| Participation rate | 98.9% | 86.4%+12.5pp | 76.0%+22.9pp | 73.4%+25.5pp |
| Annual return | 17.67% | 18.52%-0.9pp | 196.43%-178.8pp | 53.97%-36.3pp |
| Employer contribution / active EE | $3,783 | $3,831-1.2% | $2,689+40.7% | $2,524+49.9% |
| Participant deferral / active EE | $4,024 | $5,616-28.3% | $4,244-5.2% | $4,232-4.9% |
| Admin fee / account holder | $53 | $97-45.7% | $6,642-99.2% | $114-53.7% |