Filed April 15, 2021 (most recent of 6 filings on file)
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 Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $4,650 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,013 | $95,388+111.8% | $125,339+61.2% | $77,904+159.3% |
| Participation rate | 93.0% | 78.6%+14.4pp | 82.4%+10.6pp | 73.7%+19.3pp |
| Annual return | -16.10% | 116.19%-132.3pp | 572.05%-588.2pp | 12.21%-28.3pp |
| Employer contribution / active EE | $14,110 | $3,666+284.9% | $4,814+193.1% | $2,848+395.5% |
| Participant deferral / active EE | $12,530 | $7,711+62.5% | $7,446+68.3% | $4,806+160.7% |
| Admin fee / account holder | $2 | $119-98.5% | $10,010-100.0% | $133-98.6% |