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 INC5+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $101,998 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,782 | $88,890-41.7% | $102,423-49.4% | $77,643-33.3% |
| Participation rate | 78.3% | 80.9%-2.6pp | 76.5%+1.8pp | 70.6%+7.7pp |
| Annual return | 18.07% | 24.98%-6.9pp | 29.32%-11.3pp | 31.24%-13.2pp |
| Employer contribution / active EE | $1,066 | $2,698-60.5% | $3,023-64.7% | $2,726-60.9% |
| Participant deferral / active EE | $3,459 | $5,145-32.8% | $5,053-31.5% | $4,647-25.6% |
| Admin fee / account holder | $106 | $235-55.0% | $9,451-98.9% | $430-75.4% |