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 INC11+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $22,854 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,019 | $100,923+41.7% | $150,045-4.7% | $74,304+92.5% |
| Participation rate | 95.2% | 70.1%+25.1pp | 82.3%+12.8pp | 60.3%+34.8pp |
| Annual return | 13.59% | 51.77%-38.2pp | 62.55%-49.0pp | 29.43%-15.8pp |
| Employer contribution / active EE | $6,646 | $3,463+91.9% | $4,693+41.6% | $2,241+196.5% |
| Participant deferral / active EE | $9,898 | $6,709+47.5% | $7,997+23.8% | $3,767+162.7% |
| Admin fee / account holder | $150 | $2,767-94.6% | $13,435-98.9% | $2,969-94.9% |