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 3-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 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $115,987 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,208 | $88,890+74.6% | $102,423+51.5% | $77,643+99.9% |
| Participation rate | 96.0% | 80.9%+15.1pp | 76.5%+19.5pp | 70.6%+25.4pp |
| Annual return | 13.85% | 24.98%-11.1pp | 29.32%-15.5pp | 31.24%-17.4pp |
| Employer contribution / active EE | $5,311 | $2,698+96.9% | $3,023+75.7% | $2,726+94.8% |
| Participant deferral / active EE | $11,034 | $5,145+114.4% | $5,053+118.4% | $4,647+137.4% |
| Admin fee / account holder | $96 | $235-59.3% | $9,451-99.0% | $430-77.8% |