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 INC7 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $16,009 |
AMERICAN FUNDS2 years Service code 28 · EIN 95-1411037 | Investment Management | $0 |
T ROWE PRICE RPS INC5 years Filed as: T ROWE PRICE RPS, INC Service code 15 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,040 | $95,274-64.3% | $135,903-75.0% | $74,419-54.3% |
| Participation rate | 89.5% | 78.2%+11.3pp | 81.9%+7.5pp | 70.7%+18.7pp |
| Annual return | 30.09% | 32.77%-2.7pp | 68.23%-38.1pp | 34.38%-4.3pp |
| Employer contribution / active EE | $1,994 | $3,874-48.5% | $4,856-58.9% | $2,637-24.4% |
| Participant deferral / active EE | $6,086 | $7,782-21.8% | $7,758-21.5% | $4,528+34.4% |
| Admin fee / account holder | $19 | $266-92.8% | $10,762-99.8% | $348-94.5% |