Filed June 30, 2021 (most recent of 2 filings on file)
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 INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $43,626 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,608 | $102,197+125.6% | $142,449+61.9% | $74,419+209.9% |
| Participation rate | 95.6% | 79.8%+15.8pp | 76.8%+18.8pp | 70.7%+24.9pp |
| Annual return | 16.80% | 19.73%-2.9pp | 19.99%-3.2pp | 34.38%-17.6pp |
| Employer contribution / active EE | $8,951 | $5,052+77.2% | $4,847+84.7% | $2,637+239.4% |
| Participant deferral / active EE | $7,087 | $6,304+12.4% | $6,283+12.8% | $4,528+56.5% |
| Admin fee / account holder | $64 | $186-65.7% | $10,011-99.4% | $348-81.7% |