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 INC1+ years Filed as: T. ROWE PRICE TRUST COMPANY Service code 25 · EIN 52-1481931 | Directed Trustee | $70,068 |
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 | $248,658 | $88,324+181.5% | $115,037+116.2% | $55,191+350.5% |
| Participation rate | 100.0% | 72.5%+27.5pp | 81.4%+18.6pp | 69.2%+30.8pp |
| Annual return | 36.96% | 6.30%+30.7pp | 26.14%+10.8pp | 10.78%+26.2pp |
| Employer contribution / active EE | $8,452 | $2,805+201.3% | $4,608+83.4% | $1,899+345.1% |
| Participant deferral / active EE | $7,527 | $5,042+49.3% | $6,026+24.9% | $3,046+147.1% |
| Admin fee / account holder | $126 | $105+20.0% | $8,175-98.5% | $91+39.3% |