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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $64,787 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,932 | $66,457-21.9% | $81,382-36.2% | $77,643-33.1% |
| Participation rate | 88.6% | 68.7%+19.9pp | 69.5%+19.1pp | 70.6%+18.0pp |
| Annual return | 11.81% | 15.93%-4.1pp | 24.73%-12.9pp | 31.24%-19.4pp |
| Employer contribution / active EE | $4,764 | $2,159+120.6% | $2,463+93.4% | $2,726+74.8% |
| Participant deferral / active EE | $3,490 | $3,679-5.2% | $3,883-10.1% | $4,647-24.9% |
| Admin fee / account holder | $75 | $583-87.2% | $5,768-98.7% | $430-82.6% |