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 INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $29,582 |
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 | $165,719 | $66,124+150.6% | $90,404+83.3% | $73,488+125.5% |
| Participation rate | 92.9% | 69.7%+23.2pp | 72.7%+20.2pp | 70.7%+22.2pp |
| Annual return | 18.17% | 17.65%+0.5pp | 1293.02%-1274.8pp | 28.51%-10.3pp |
| Employer contribution / active EE | $6,677 | $2,346+184.6% | $3,262+104.7% | $2,270+194.1% |
| Participant deferral / active EE | $10,738 | $3,039+253.4% | $3,963+170.9% | $3,740+187.2% |
| Admin fee / account holder | $154 | $396-61.2% | $5,611-97.3% | $513-70.1% |