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 Filed as: T. ROWE PRICE RPS INC Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $44,109 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,594 | $73,404-7.9% | $87,100-22.4% | $67,5790% |
| Participation rate | 98.7% | 80.9%+17.8pp | 76.9%+21.8pp | 71.3%+27.4pp |
| Annual return | 21.46% | 48.29%-26.8pp | 28.19%-6.7pp | 378.56%-357.1pp |
| Employer contribution / active EE | $2,897 | $2,014+43.8% | $2,521+14.9% | $2,148+34.9% |
| Participant deferral / active EE | $3,283 | $3,913-16.1% | $4,049-18.9% | $3,539-7.2% |
| Admin fee / account holder | $84 | $142-41.0% | $7,497-98.9% | $142-41.3% |