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 INC2 years Filed as: T. ROWE PRICE RPS INC. Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $73,002 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,881 | $88,890-11.3% | $102,423-23.0% | $77,643+1.6% |
| Participation rate | 98.9% | 80.9%+18.0pp | 76.5%+22.4pp | 70.6%+28.4pp |
| Annual return | 12.93% | 24.98%-12.1pp | 29.32%-16.4pp | 31.24%-18.3pp |
| Employer contribution / active EE | $4,159 | $2,698+54.2% | $3,023+37.6% | $2,726+52.6% |
| Participant deferral / active EE | $5,259 | $5,145+2.2% | $5,053+4.1% | $4,647+13.2% |
| Admin fee / account holder | $113 | $235-52.0% | $9,451-98.8% | $430-73.7% |