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 8-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 | $235,990 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,489 | $122,693-32.8% | $184,203-55.2% | $199,593-58.7% |
| Participation rate | 92.1% | 86.8%+5.3pp | 86.8%+5.3pp | 72.0%+20.1pp |
| Annual return | 14.91% | 143.91%-129.0pp | 28.81%-13.9pp | 34.25%-19.3pp |
| Employer contribution / active EE | $3,670 | $4,584-20.0% | $6,427-42.9% | $3,034+20.9% |
| Participant deferral / active EE | $6,178 | $7,990-22.7% | $9,131-32.3% | $5,087+21.5% |
| Admin fee / account holder | $66 | $121-45.3% | $13,901-99.5% | $269-75.5% |