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 INC8 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $56,054 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,033 | $92,055-21.7% | $106,213-32.2% | $77,643-7.2% |
| Participation rate | 91.3% | 81.0%+10.2pp | 75.3%+16.0pp | 70.6%+20.7pp |
| Annual return | 14.52% | 17.91%-3.4pp | 116.14%-101.6pp | 31.24%-16.7pp |
| Employer contribution / active EE | $4,222 | $3,367+25.4% | $3,171+33.1% | $2,726+54.9% |
| Participant deferral / active EE | $5,724 | $5,386+6.3% | $5,016+14.1% | $4,647+23.2% |
| Admin fee / account holder | $105 | $219-51.9% | $11,033-99.0% | $430-75.5% |