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 9-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 INC5 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $120,385 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,710 | $88,890+11.0% | $102,423-3.6% | $77,643+27.1% |
| Participation rate | 98.1% | 80.9%+17.2pp | 76.5%+21.6pp | 70.6%+27.5pp |
| Annual return | 17.24% | 24.98%-7.7pp | 29.32%-12.1pp | 31.24%-14.0pp |
| Employer contribution / active EE | $5,515 | $2,698+104.4% | $3,023+82.4% | $2,726+102.3% |
| Participant deferral / active EE | $16,166 | $5,145+214.2% | $5,053+219.9% | $4,647+247.9% |
| Admin fee / account holder | $97 | $235-58.8% | $9,451-99.0% | $430-77.5% |