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 INC4 years Filed as: T. ROWE PRICE RPS INC Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $64,686 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,603 | $72,254-16.1% | $86,677-30.1% | $64,808-6.5% |
| Participation rate | 98.2% | 80.4%+17.8pp | 76.6%+21.7pp | 71.5%+26.8pp |
| Annual return | -16.49% | 392.42%-408.9pp | 35.91%-52.4pp | 32.82%-49.3pp |
| Employer contribution / active EE | $3,978 | $2,393+66.2% | $2,836+40.2% | $2,506+58.7% |
| Participant deferral / active EE | $4,575 | $4,658-1.8% | $4,656-1.7% | $4,310+6.1% |
| Admin fee / account holder | $101 | $174-42.1% | $7,493-98.7% | $188-46.3% |