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 INC3 years Filed as: T. ROWE PRICE Service code 15 · EIN 04-3257927 PO BOX 219325, · KANSAS CITY, MO 641219325 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,038 | $84,487+10.1% | $125,339-25.8% | $66,914+39.0% |
| Participation rate | 82.6% | 76.4%+6.2pp | 82.4%+0.2pp | 69.8%+12.8pp |
| Annual return | -16.37% | -8.39%-8.0pp | 572.05%-588.4pp | 1.58%-18.0pp |
| Employer contribution / active EE | $3,790 | $3,553+6.7% | $4,814-21.3% | $2,544+48.9% |
| Participant deferral / active EE | $4,995 | $6,781-26.3% | $7,446-32.9% | $4,237+17.9% |
| Admin fee / account holder | $11 | $685-98.4% | $10,010-99.9% | $593-98.2% |