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 INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $4,650 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,848 | $50,106-0.5% | $70,014-28.8% | $57,658-13.5% |
| Participation rate | 88.2% | 70.9%+17.4pp | 71.8%+16.4pp | 70.2%+18.0pp |
| Annual return | 4.85% | 14.58%-9.7pp | 12.99%-8.1pp | 5.13%-0.3pp |
| Employer contribution / active EE | $691 | $1,739-60.2% | $2,338-70.4% | $1,974-65.0% |
| Participant deferral / active EE | $1,697 | $2,486-31.7% | $2,931-42.1% | $3,061-44.5% |
| Admin fee / account holder | $12 | $89-87.0% | $4,380-99.7% | $95-87.8% |