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 INC3+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $200,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,463 | $86,936+80.0% | $103,333+51.4% | $99,062+57.9% |
| Participation rate | 98.7% | 81.7%+17.0pp | 74.5%+24.2pp | 71.6%+27.1pp |
| Annual return | 33.16% | 14.99%+18.2pp | 24.88%+8.3pp | 17.66%+15.5pp |
| Employer contribution / active EE | $7,012 | $3,925+78.6% | $3,868+81.3% | $3,262+115.0% |
| Participant deferral / active EE | $10,537 | $3,825+175.5% | $5,057+108.3% | $5,331+97.6% |
| Admin fee / account holder | $33 | $140-76.6% | $8,355-99.6% | $109-69.8% |