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 INC7 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $179,429 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,826 | $96,188+35.0% | $75,972+70.9% | $99,062+31.1% |
| Participation rate | 97.2% | 72.7%+24.5pp | 69.1%+28.2pp | 71.6%+25.6pp |
| Annual return | 14.77% | 16.48%-1.7pp | 359.55%-344.8pp | 17.66%-2.9pp |
| Employer contribution / active EE | $2,583 | $3,167-18.4% | $2,685-3.8% | $3,262-20.8% |
| Participant deferral / active EE | $8,939 | $4,842+84.6% | $4,255+110.1% | $5,331+67.7% |
| Admin fee / account holder | $20 | $87-77.4% | $6,467-99.7% | $109-81.9% |