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 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $79,697 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $240,591 | $94,621+154.3% | $138,135+74.2% | $73,409+227.7% |
| Participation rate | 99.6% | 83.4%+16.2pp | 78.7%+20.9pp | 72.2%+27.4pp |
| Annual return | 5.70% | 16.57%-10.9pp | 20.51%-14.8pp | 59.29%-53.6pp |
| Employer contribution / active EE | $9,377 | $4,410+112.6% | $5,587+67.8% | $2,234+319.8% |
| Participant deferral / active EE | $9,348 | $6,199+50.8% | $6,431+45.4% | $3,805+145.6% |
| Admin fee / account holder | $140 | $140-0.5% | $11,856-98.8% | $158-11.6% |