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 Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $650 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,063 | $44,873+169.8% | $79,464+52.3% | $56,287+115.1% |
| Participation rate | 95.3% | 68.7%+26.6pp | 73.3%+22.0pp | 69.9%+25.4pp |
| Annual return | -6.04% | 0.81%-6.9pp | 718.14%-724.2pp | -9.96%+3.9pp |
| Employer contribution / active EE | $6,456 | $2,140+201.7% | $2,800+130.6% | $2,111+205.8% |
| Participant deferral / active EE | $9,762 | $2,746+255.5% | $3,704+163.6% | $3,350+191.4% |
| Admin fee / account holder | $11 | $418-97.4% | $5,113-99.8% | $521-97.9% |