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 INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $24,529 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,423 | $60,323+267.1% | $81,812+170.7% | $74,495+197.2% |
| Participation rate | 97.0% | 62.9%+34.1pp | 72.3%+24.6pp | 67.2%+29.8pp |
| Annual return | 12.78% | 16.90%-4.1pp | 773.79%-761.0pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $8,368 | $2,620+219.3% | $2,912+187.3% | $2,623+219.0% |
| Participant deferral / active EE | $13,242 | $3,387+290.9% | $4,319+206.6% | $4,346+204.7% |
| Admin fee / account holder | $153 | $1,486-89.7% | $7,386-97.9% | $1,942-92.1% |