Filed June 7, 2022
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 4-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 INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $7,290 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,665 | $72,254-31.3% | $86,677-42.7% | $64,808-23.4% |
| Participation rate | 75.2% | 80.4%-5.3pp | 76.6%-1.4pp | 71.5%+3.7pp |
| Annual return | -15.58% | 392.42%-408.0pp | 35.91%-51.5pp | 32.82%-48.4pp |
| Employer contribution / active EE | $803 | $2,393-66.4% | $2,836-71.7% | $2,506-67.9% |
| Participant deferral / active EE | $2,654 | $4,658-43.0% | $4,656-43.0% | $4,310-38.4% |
| Admin fee / account holder | $9 | $174-94.9% | $7,493-99.9% | $188-95.3% |