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 | $66,616 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,935 | $99,078-28.4% | $96,544-26.5% | $74,419-4.7% |
| Participation rate | 99.2% | 80.7%+18.5pp | 76.0%+23.2pp | 70.7%+28.4pp |
| Annual return | 16.83% | 22.48%-5.7pp | 25.84%-9.0pp | 34.38%-17.5pp |
| Employer contribution / active EE | $3,818 | $2,570+48.5% | $2,965+28.8% | $2,637+44.8% |
| Participant deferral / active EE | $4,572 | $4,933-7.3% | $4,851-5.7% | $4,528+1.0% |
| Admin fee / account holder | $102 | $225-54.4% | $8,252-98.8% | $348-70.5% |