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 INC4+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $48,394 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,032 | $79,013+68.4% | $100,391+32.5% | $74,495+78.6% |
| Participation rate | 83.0% | 79.5%+3.5pp | 81.5%+1.5pp | 67.2%+15.8pp |
| Annual return | 13.13% | 20.41%-7.3pp | 49.20%-36.1pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $2,992 | $3,021-1.0% | $3,942-24.1% | $2,623+14.1% |
| Participant deferral / active EE | $10,434 | $7,760+34.5% | $8,082+29.1% | $4,346+140.1% |
| Admin fee / account holder | $143 | $1,320-89.2% | $7,899-98.2% | $1,942-92.6% |