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 INC7 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $2,555 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,433 | $64,480+170.5% | $81,382+114.3% | $80,856+115.7% |
| Participation rate | 94.5% | 63.9%+30.7pp | 69.5%+25.0pp | 67.6%+26.9pp |
| Annual return | 13.02% | 16.34%-3.3pp | 24.73%-11.7pp | 35.59%-22.6pp |
| Employer contribution / active EE | $11,864 | $1,978+499.7% | $2,463+381.7% | $2,755+330.7% |
| Participant deferral / active EE | $10,960 | $3,094+254.3% | $3,883+182.2% | $4,296+155.1% |
| Admin fee / account holder | $22 | $5,671-99.6% | $5,768-99.6% | $6,918-99.7% |