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 year Filed as: T. ROWE PRICE Service code 15 · EIN 04-3257927 PO BOX 219325, · KANSAS CITY, MO 641219325 | Recordkeeping | $7,546 |
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 | $106,275 | $99,957+6.3% | $149,696-29.0% | $73,488+44.6% |
| Participation rate | 75.4% | 75.7%-0.3pp | 82.5%-7.0pp | 70.7%+4.8pp |
| Annual return | 15.48% | 53.87%-38.4pp | 276.60%-261.1pp | 28.51%-13.0pp |
| Employer contribution / active EE | $3,004 | $3,191-5.9% | $4,644-35.3% | $2,270+32.3% |
| Participant deferral / active EE | $3,939 | $6,073-35.1% | $6,842-42.4% | $3,740+5.3% |
| Admin fee / account holder | $162 | $551-70.6% | $9,309-98.3% | $513-68.4% |