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 4-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 Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $53,245 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,486 | $69,477+67.7% | $94,646+23.1% | $71,457+63.0% |
| Participation rate | 80.0% | 78.4%+1.6pp | 80.8%-0.8pp | 67.9%+12.1pp |
| Annual return | 17.08% | 29.66%-12.6pp | 156.71%-139.6pp | 28.85%-11.8pp |
| Employer contribution / active EE | $3,192 | $2,853+11.9% | $3,672-13.1% | $2,588+23.4% |
| Participant deferral / active EE | $11,013 | $7,345+50.0% | $7,418+48.5% | $4,289+156.8% |
| Admin fee / account holder | $148 | $1,210-87.7% | $7,231-98.0% | $1,587-90.7% |