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 INC2 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $6,770 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,682 | $107,459+119.3% | $135,903+73.4% | $80,160+194.0% |
| Participation rate | 93.0% | 78.0%+14.9pp | 81.9%+11.1pp | 72.9%+20.0pp |
| Annual return | 18.38% | 91.91%-73.5pp | 68.23%-49.8pp | 40.38%-22.0pp |
| Employer contribution / active EE | $17,024 | $3,877+339.1% | $4,856+250.6% | $2,978+471.7% |
| Participant deferral / active EE | $14,663 | $8,195+78.9% | $7,758+89.0% | $5,017+192.2% |
| Admin fee / account holder | $3 | $127-97.7% | $10,762-100.0% | $145-98.0% |