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 INC4 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $192,573 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,223 | $114,195-41.1% | $106,548-36.9% | $93,030-27.7% |
| Participation rate | 94.3% | 86.4%+7.9pp | 76.1%+18.1pp | 73.9%+20.4pp |
| Annual return | 15.24% | 22.18%-6.9pp | 26.80%-11.6pp | 158.70%-143.5pp |
| Employer contribution / active EE | $2,827 | $4,009-29.5% | $2,819+0.3% | $2,706+4.5% |
| Participant deferral / active EE | $4,630 | $5,908-21.6% | $4,398+5.3% | $4,562+1.5% |
| Admin fee / account holder | $55 | $105-47.4% | $7,407-99.3% | $152-63.7% |