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 INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $60,254 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,189 | $102,197+125.2% | $142,449+61.6% | $74,419+209.3% |
| Participation rate | 98.9% | 79.8%+19.0pp | 76.8%+22.1pp | 70.7%+28.1pp |
| Annual return | 23.16% | 19.73%+3.4pp | 19.99%+3.2pp | 34.38%-11.2pp |
| Employer contribution / active EE | $10,587 | $5,052+109.6% | $4,847+118.4% | $2,637+301.4% |
| Participant deferral / active EE | $9,401 | $6,304+49.1% | $6,283+49.6% | $4,528+107.6% |
| Admin fee / account holder | $77 | $186-58.6% | $10,011-99.2% | $348-77.9% |