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 | $48,495 |
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 | $60,305 | $85,135-29.2% | $98,907-39.0% | $73,409-17.9% |
| Participation rate | 85.3% | 81.1%+4.2pp | 76.0%+9.3pp | 72.2%+13.1pp |
| Annual return | 12.89% | 19.14%-6.2pp | 196.43%-183.5pp | 59.29%-46.4pp |
| Employer contribution / active EE | $2,403 | $2,721-11.7% | $2,689-10.6% | $2,234+7.6% |
| Participant deferral / active EE | $4,466 | $4,349+2.7% | $4,244+5.2% | $3,805+17.4% |
| Admin fee / account holder | $111 | $139-20.3% | $6,642-98.3% | $158-29.7% |