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 7-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+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $34,712 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,211 | $62,543+20.3% | $83,333-9.7% | $55,725+35.0% |
| Participation rate | 95.2% | 78.4%+16.8pp | 77.8%+17.4pp | 70.9%+24.3pp |
| Annual return | 0.00% | 14.85%-14.9pp | 10.63%-10.6pp | 244.93%-244.9pp |
| Employer contribution / active EE | $1,079 | $2,427-55.5% | $3,379-68.1% | $2,078-48.1% |
| Participant deferral / active EE | $2,608 | $5,682-54.1% | $5,565-53.1% | $3,356-22.3% |
| Admin fee / account holder | $38 | $103-62.9% | $7,510-99.5% | $115-66.8% |