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 INC4+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $156,706 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,406 | $117,739+49.8% | $107,525+64.1% | $117,739+49.8% |
| Participation rate | 98.7% | 76.6%+22.1pp | 75.1%+23.6pp | 76.6%+22.1pp |
| Annual return | 17.43% | 17.29%+0.1pp | 181.32%-163.9pp | 17.29%+0.1pp |
| Employer contribution / active EE | $6,797 | $3,746+81.5% | $3,754+81.1% | $3,746+81.5% |
| Participant deferral / active EE | $10,656 | $6,128+73.9% | $5,116+108.3% | $6,128+73.9% |
| Admin fee / account holder | $23 | $112-79.2% | $8,919-99.7% | $112-79.2% |