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 5-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 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $127,686 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 16 THREE GATEWAY CENTER · PITTSBURGH, PA 15222 | Consulting | $119,302 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,727 | $123,077-46.6% | $116,228-43.4% | $102,872-36.1% |
| Participation rate | 97.1% | 87.0%+10.1pp | 74.6%+22.5pp | 73.0%+24.0pp |
| Annual return | 19.06% | 15.84%+3.2pp | 90.06%-71.0pp | 19.06%0pp |
| Employer contribution / active EE | $7,553 | $4,380+72.4% | $2,994+152.2% | $3,526+114.2% |
| Participant deferral / active EE | $11,101 | $6,746+64.6% | $4,953+124.1% | $5,535+100.6% |
| Admin fee / account holder | $127 | $115+9.7% | $11,989-98.9% | $292-56.7% |