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 INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $14,663 |
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 | $157,928 | $51,620+205.9% | $90,281+74.9% | $65,185+142.3% |
| Participation rate | 93.2% | 68.6%+24.5pp | 73.3%+19.9pp | 70.2%+23.0pp |
| Annual return | 23.46% | 24.94%-1.5pp | 78.10%-54.6pp | 29.38%-5.9pp |
| Employer contribution / active EE | $6,817 | $2,235+205.1% | $2,854+138.8% | $2,177+213.2% |
| Participant deferral / active EE | $13,046 | $2,871+354.5% | $3,885+235.8% | $3,514+271.3% |
| Admin fee / account holder | $74 | $384-80.8% | $5,351-98.6% | $847-91.3% |