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 INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $229,222 |
T ROWE PRICE RPS INC1+ years Filed as: T ROWE PRICE RPS INC. Service code 15 | Recordkeeping | $0 |
Annual investment return 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 | $82,801 | $76,774+7.8% | $112,228-26.2% | $77,904+6.3% |
| Participation rate | 98.9% | 80.2%+18.7pp | 75.1%+23.8pp | 73.7%+25.2pp |
| Annual return | -18.76% | -10.25%-8.5pp | 27.45%-46.2pp | 12.21%-31.0pp |
| Employer contribution / active EE | $5,333 | $3,977+34.1% | $3,635+46.7% | $2,848+87.3% |
| Participant deferral / active EE | $9,343 | $3,778+147.3% | $4,728+97.6% | $4,806+94.4% |
| Admin fee / account holder | $44 | $239-81.5% | $6,410-99.3% | $133-66.6% |