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 6-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 INC3 years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1309931 | Recordkeeping | $37,084 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,723 | $79,184-57.4% | $102,438-67.1% | $74,546-54.8% |
| Participation rate | 81.1% | 74.8%+6.3pp | 76.5%+4.6pp | 67.2%+13.9pp |
| Annual return | 17.51% | 54.95%-37.4pp | 29.37%-11.9pp | 1366.03%-1348.5pp |
| Employer contribution / active EE | $1,917 | $2,362-18.8% | $3,024-36.6% | $2,624-27.0% |
| Participant deferral / active EE | $3,108 | $4,414-29.6% | $5,054-38.5% | $4,347-28.5% |
| Admin fee / account holder | $186 | $2,001-90.7% | $9,448-98.0% | $1,944-90.4% |